LNC
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Lincoln National Corp’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Lincoln National Corp’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,482
Closed -$1.08M – 570
2024
Q1 		$1.08M Sell
10,482
-1,212
-10% -$120K 0.02% 499
2023
Q4 		$1.21M Buy
11,694
+2,238
+24% +$204K 0.02% 408
2023
Q3 		$844K Buy
9,456
+83
+0.9% +$7.91K 0.02% 452
2023
Q2 		$891K Sell
9,373
-2,643
-22% -$242K 0.02% 445
2023
Q1 		$1.12M Buy
12,016
+196
+2% +$19.1K 0.02% 357
2022
Q4 		$1.08M Buy
11,820
+1,733
+17% +$160K 0.02% 340
2022
Q3 		$831K Buy
10,087
+157
+2% +$14.5K 0.02% 370
2022
Q2 		$884K Buy
9,930
+687
+7% +$65.9K 0.02% 360
2022
Q1 		$946K Buy
9,243
+716
+8% +$73K 0.02% 365
2021
Q4 		$891K Sell
8,527
-2,395
-22% -$251K 0.02% 368
2021
Q3 		$1.1M Sell
10,922
-1,642
-13% -$166K 0.02% 312
2021
Q2 		$1.32M Buy
12,564
+3,121
+33% +$326K 0.03% 264
2021
Q1 		$951K Buy
9,443
+612
+7% +$57.9K 0.02% 310
2020
Q4 		$718K Buy
8,831
+255
+3% +$18.5K 0.02% 343
2020
Q3 		$525K Sell
8,576
-804
-9% -$50.5K 0.02% 375
2020
Q2 		$565K Sell
9,380
-668
-7% -$37.4K 0.02% 350
2020
Q1 		$502K Buy
10,048
+22
+0.2% +$1.52K 0.02% 335
2019
Q4 		$806K Buy
10,026
+2,876
+40% +$223K 0.03% 302
2019
Q3 		$537K Buy
7,150
+1,682
+31% +$124K 0.02% 329
2019
Q2 		$406K Buy
+5,468
New +$406K 0.02% 364
2018
Q4 		– Sell
-34,002
Closed -$2.84M – 499
2018
Q3 		$2.84M Buy
34,002
+7,226
+27% +$611K 0.1% 78
2018
Q2 		$2.19M Buy
26,776
+19,260
+256% +$1.54M 0.08% 90
2018
Q1 		$567K Sell
7,516
-5,536
-42% -$426K 0.02% 249
2017
Q4 		$1M Buy
13,052
+6,288
+93% +$474K 0.03% 233
2017
Q3 		$501K Buy
+6,764
New +$472K 0.02% 214

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lincoln National Corp's IJS Position: Q2 2024 in Review

Lincoln National Corp sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2024, closing a stake of 10,482 shares — an estimated $1.08M sold.

Lincoln National Corp first reported a position in IJS in Q3 2017 and held it in 25 quarters. The position peaked at $2.84M in Q3 2018. 737 funds tracked by Wall St. Rank hold IJS as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 10,482 iShares S&P Small-Cap 600 Value ETF shares in Q2 2024, an estimated $1.08M.
  • Lincoln National Corp first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2017 and held it in 25 quarters.
  • Lincoln National Corp's iShares S&P Small-Cap 600 Value ETF position peaked at $2.84M in Q3 2018.
  • 737 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.