LNC
IMCG icon

Lincoln National Corp’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Lincoln National Corp’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-33,398
Closed -$2.36M – 575
2024
Q1 		$2.36M Buy
33,398
+3,424
+11% +$228K 0.04% 298
2023
Q4 		$1.93M Buy
29,974
+25,040
+507% +$1.47M 0.03% 294
2023
Q3 		$282K Buy
4,934
+325
+7% +$19.6K 0.01% 816
2023
Q2 		$281K Sell
4,609
-10,356
-69% -$594K 0.01% 822
2023
Q1 		$861K Buy
14,965
+9
+0.1% +$514 0.02% 426
2022
Q4 		$806K Buy
14,956
+9,377
+168% +$505K 0.02% 402
2022
Q3 		$281K Buy
5,579
+108
+2% +$6.02K 0.01% 684
2022
Q2 		$284K Buy
5,471
+117
+2% +$6.66K 0.01% 679
2022
Q1 		$344K Buy
5,354
+1,090
+26% +$70.2K 0.01% 676
2021
Q4 		$313K Buy
+4,264
New +$310K 0.01% 690

Other funds holding IMCG

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return