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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2024, closing a stake of 33,398 shares — an estimated $2.36M sold.

Lincoln National Corp first reported a position in IMCG in Q4 2021 and held it in 10 quarters. The position peaked at $2.36M in Q1 2024. 294 funds tracked by Wall St. Rank hold IMCG as of Q2 2024.

Lincoln National Corp reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 33,398 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $2.36M.
Lincoln National Corp first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 10 quarters.
Lincoln National Corp's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.36M in Q1 2024.
294 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2024.

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