Lincoln National Corp’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Lincoln National Corp’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13,902	Closed	-$1.6M	–	591
2024 Q1	$1.6M	Sell	13,902 -5,561	-29%	-$610K	0.03%	385
2023 Q4	$2.05M	Sell	19,463 -513	-3%	-$50.3K	0.04%	285
2023 Q3	$1.88M	Buy	19,976 +84	+0.4%	+$8.25K	0.04%	262
2023 Q2	$1.95M	Buy	19,892 +4,263	+27%	+$394K	0.04%	255
2023 Q1	$1.42M	Buy	15,629 +1,888	+14%	+$168K	0.03%	309
2022 Q4	$1.17M	Buy	13,741 +561	+4%	+$47.9K	0.03%	323
2022 Q3	$1.05M	Sell	13,180 -1,343	-9%	-$119K	0.03%	327
2022 Q2	$1.22M	Buy	14,523 +889	+7%	+$81K	0.03%	305
2022 Q1	$1.38M	Sell	13,634 -62	-0.5%	-$6.18K	0.03%	292
2021 Q4	$1.47M	Sell	13,696 -45	-0.3%	-$4.7K	0.03%	275
2021 Q3	$1.35M	Sell	13,741 -43,057	-76%	-$4.35M	0.03%	265
2021 Q2	$5.61M	Buy	56,798 +10,125	+22%	+$974K	0.12%	93
2021 Q1	$4.28M	Buy	46,673 +6,470	+16%	+$580K	0.11%	104
2020 Q4	$3.47M	Buy	40,203 +6,848	+21%	+$555K	0.09%	119
2020 Q3	$2.52M	Sell	33,355 -3,784	-10%	-$282K	0.07%	143
2020 Q2	$2.58M	Sell	37,139 -3,376	-8%	-$221K	0.08%	134
2020 Q1	$2.32M	Buy	40,515 +10,975	+37%	+$753K	0.09%	117
2019 Q4	$2.15M	Buy	29,540 +7,663	+35%	+$533K	0.07%	146
2019 Q3	$1.47M	Sell	21,877 -6,845	-24%	-$459K	0.05%	163
2019 Q2	$1.91M	Sell	28,722 -79,665	-74%	-$5.22M	0.07%	127
2019 Q1	$6.98M	Buy	108,387 +3,633	+3%	+$225K	0.29%	44
2018 Q4	$5.95M	Buy	104,754 +27,593	+36%	+$1.7M	0.27%	49
2018 Q3	$5.14M	Buy	77,161 +22,260	+41%	+$1.46M	0.17%	54
2018 Q2	$3.43M	Buy	54,901 +5,677	+12%	+$353K	0.13%	62
2018 Q1	$2.98M	Sell	49,224 -6,793	-12%	-$424K	0.11%	72
2017 Q4	$3.42M	Buy	56,017 +36,018	+180%	+$2.15M	0.1%	98
2017 Q3	$1.15M	Buy	19,999 +3,514	+21%	+$198K	0.05%	125
2017 Q2	$914K	Buy	16,485 +7,317	+80%	+$402K	0.04%	127
2017 Q1	$496K	Buy	9,168 +4,828	+111%	+$257K	0.03%	187
2016 Q4	$222K	Buy	+4,340	New	+$217K	0.01%	269

Other funds holding ITOT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2024, closing a stake of 13,902 shares — an estimated $1.6M sold.

Lincoln National Corp first reported a position in ITOT in Q4 2016 and held it in 30 quarters. The position peaked at $6.98M in Q1 2019. 1,241 funds tracked by Wall St. Rank hold ITOT as of Q2 2024.

Lincoln National Corp reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 13,902 iShares Core S&P Total US Stock Market ETF shares in Q2 2024, an estimated $1.6M.
Lincoln National Corp first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2016 and held it in 30 quarters.
Lincoln National Corp's iShares Core S&P Total US Stock Market ETF position peaked at $6.98M in Q1 2019.
1,241 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2024.

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