LNC
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Lincoln National Corp’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Lincoln National Corp’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,510
Closed -$328K – 574
2024
Q1 		$328K Buy
4,510
+1
+0% +$69 0.01% 915
2023
Q4 		$303K Sell
4,509
-95
-2% -$5.83K 0.01% 865
2023
Q3 		$275K Sell
4,604
-72
-2% -$4.54K 0.01% 827
2023
Q2 		$296K Sell
4,676
-480
-9% -$28.9K 0.01% 797
2023
Q1 		$313K Buy
5,156
+1
+0% +$61 0.01% 752
2022
Q4 		$302K Buy
5,155
+433
+9% +$25.3K 0.01% 710
2022
Q3 		$255K Sell
4,722
-139
-3% -$8.3K 0.01% 714
2022
Q2 		$274K Sell
4,861
-236
-5% -$14.6K 0.01% 689
2022
Q1 		$343K Sell
5,097
-583
-10% -$38.8K 0.01% 678
2021
Q4 		$403K Hold
5,680
– – 0.01% 605
2021
Q3 		$378K Sell
5,680
-100
-2% -$6.78K 0.01% 595
2021
Q2 		$388K Hold
5,780
– – 0.01% 572
2021
Q1 		$363K Sell
5,780
-1,048
-15% -$64K 0.01% 548
2020
Q4 		$399K Buy
6,828
+68
+1% +$3.72K 0.01% 489
2020
Q3 		$339K Buy
6,760
+144
+2% +$7.12K 0.01% 478
2020
Q2 		$305K Sell
6,616
-1,204
-15% -$52.4K 0.01% 492
2020
Q1 		$299K Sell
7,820
-1,180
-13% -$57.2K 0.01% 448
2019
Q4 		$471K Buy
9,000
+480
+6% +$24.4K 0.02% 407
2019
Q3 		$421K Sell
8,520
-1,264
-13% -$61.6K 0.02% 385
2019
Q2 		$475K Sell
9,784
-3,424
-26% -$164K 0.02% 330
2019
Q1 		$621K Sell
13,208
-24,268
-65% -$1.1M 0.03% 265
2018
Q4 		$1.51M Buy
37,476
+5,860
+19% +$257K 0.07% 124
2018
Q3 		$1.5M Buy
31,616
+1,844
+6% +$87.5K 0.05% 129
2018
Q2 		$1.37M Sell
29,772
-108
-0.4% -$4.95K 0.05% 133
2018
Q1 		$1.35M Buy
29,880
+18,988
+174% +$885K 0.05% 127
2017
Q4 		$505K Buy
+10,892
New +$491K 0.02% 368

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2024, closing a stake of 4,510 shares — an estimated $328K sold.

Lincoln National Corp first reported a position in IMCB in Q4 2017 and held it in 26 quarters. The position peaked at $1.51M in Q4 2018. 180 funds tracked by Wall St. Rank hold IMCB as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 4,510 iShares Morningstar Mid-Cap ETF shares in Q2 2024, an estimated $328K.
  • Lincoln National Corp first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2017 and held it in 26 quarters.
  • Lincoln National Corp's iShares Morningstar Mid-Cap ETF position peaked at $1.51M in Q4 2018.
  • 180 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2024.

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