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

Lincoln National Corp’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,850
Closed -$1.16M – 571
2024
Q1 		$1.16M Buy
8,850
+1,211
+16% +$151K 0.02% 474
2023
Q4 		$956K Buy
7,639
+848
+12% +$95.1K 0.02% 475
2023
Q3 		$745K Buy
6,791
+820
+14% +$94.6K 0.02% 484
2023
Q2 		$686K Sell
5,971
-1,013
-15% -$111K 0.01% 497
2023
Q1 		$768K Sell
6,984
-92
-1% -$10.4K 0.02% 455
2022
Q4 		$765K Buy
7,076
+2,130
+43% +$234K 0.02% 417
2022
Q3 		$503K Sell
4,946
-969
-16% -$109K 0.01% 496
2022
Q2 		$623K Buy
5,915
+1,017
+21% +$115K 0.01% 437
2022
Q1 		$613K Buy
4,898
+747
+18% +$94.2K 0.01% 465
2021
Q4 		$576K Sell
4,151
-1,869
-31% -$254K 0.01% 481
2021
Q3 		$783K Buy
6,020
+748
+14% +$98.6K 0.02% 379
2021
Q2 		$699K Buy
5,272
+2,179
+70% +$284K 0.02% 398
2021
Q1 		$397K Buy
3,093
+93
+3% +$11.8K 0.01% 519
2020
Q4 		$342K Sell
3,000
-72
-2% -$7.34K 0.01% 534
2020
Q3 		$271K Sell
3,072
-204
-6% -$18.2K 0.01% 539
2020
Q2 		$278K Buy
3,276
+32
+1% +$2.49K 0.01% 513
2020
Q1 		$224K Sell
3,244
-334
-9% -$29.5K 0.01% 511
2019
Q4 		$346K Sell
3,578
-1,440
-29% -$133K 0.01% 469
2019
Q3 		$448K Buy
5,018
+452
+10% +$40.8K 0.02% 368
2019
Q2 		$416K Sell
4,566
-21,364
-82% -$1.92M 0.02% 356
2019
Q1 		$2.31M Buy
25,930
+824
+3% +$72.8K 0.1% 101
2018
Q4 		$2.02M Buy
25,106
+2,342
+10% +$209K 0.09% 96
2018
Q3 		$2.3M Buy
22,764
+14,726
+183% +$1.48M 0.08% 93
2018
Q2 		$759K Buy
8,038
+502
+7% +$46.1K 0.03% 203
2018
Q1 		$655K Sell
7,536
-2,820
-27% -$246K 0.02% 225
2017
Q4 		$881K Buy
10,356
+6,240
+152% +$522K 0.03% 253
2017
Q3 		$339K Buy
+4,116
New +$321K 0.01% 281

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2024, closing a stake of 8,850 shares — an estimated $1.16M sold.

Lincoln National Corp first reported a position in IJT in Q3 2017 and held it in 27 quarters. The position peaked at $2.31M in Q1 2019. 686 funds tracked by Wall St. Rank hold IJT as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 8,850 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2024, an estimated $1.16M.
  • Lincoln National Corp first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q3 2017 and held it in 27 quarters.
  • Lincoln National Corp's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.31M in Q1 2019.
  • 686 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2024.

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