LNC
IUSG icon

Lincoln National Corp’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Lincoln National Corp’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-51,842
Closed -$6.08M – 595
2024
Q1 		$6.08M Buy
51,842
+22,577
+77% +$2.51M 0.09% 127
2023
Q4 		$3.05M Buy
29,265
+14,559
+99% +$1.43M 0.05% 208
2023
Q3 		$1.39M Buy
14,706
+475
+3% +$46.6K 0.03% 328
2023
Q2 		$1.39M Sell
14,231
-5,421
-28% -$497K 0.03% 331
2023
Q1 		$1.74M Buy
19,652
+1,774
+10% +$151K 0.04% 269
2022
Q4 		$1.46M Buy
17,878
+4,359
+32% +$364K 0.03% 284
2022
Q3 		$1.08M Sell
13,519
-381
-3% -$34.3K 0.03% 323
2022
Q2 		$1.16M Buy
13,900
+2,296
+20% +$211K 0.03% 315
2022
Q1 		$1.23M Buy
11,604
+5
+0% +$519 0.03% 311
2021
Q4 		$1.34M Buy
11,599
+828
+8% +$92.3K 0.03% 288
2021
Q3 		$1.1M Sell
10,771
-120
-1% -$12.7K 0.02% 310
2021
Q2 		$1.1M Sell
10,891
-97
-0.9% -$9.35K 0.02% 299
2021
Q1 		$997K Buy
10,988
+1,214
+12% +$109K 0.02% 297
2020
Q4 		$867K Buy
9,774
+5,873
+151% +$494K 0.02% 303
2020
Q3 		$312K Buy
3,901
+462
+13% +$36.2K 0.01% 499
2020
Q2 		$247K Sell
3,439
-155
-4% -$10.3K 0.01% 541
2020
Q1 		$205K Buy
+3,594
New +$237K 0.01% 531
2019
Q4 		– Sell
-3,217
Closed -$203K – 657
2019
Q3 		$203K Sell
3,217
-5,495
-63% -$347K 0.01% 538
2019
Q2 		$546K Buy
8,712
+960
+12% +$59.1K 0.02% 304
2019
Q1 		$468K Buy
7,752
+1,332
+21% +$76.4K 0.02% 310
2018
Q4 		$338K Sell
6,420
-239
-4% -$13.5K 0.02% 324
2018
Q3 		$414K Sell
6,659
-5,417
-45% -$327K 0.01% 298
2018
Q2 		$691K Sell
12,076
-4,557
-27% -$258K 0.03% 215
2018
Q1 		$909K Sell
16,633
-6,874
-29% -$386K 0.03% 175
2017
Q4 		$1.26M Buy
23,507
+11,410
+94% +$600K 0.04% 207
2017
Q3 		$610K Buy
12,097
+6,764
+127% +$335K 0.03% 187
2017
Q2 		$257K Buy
5,333
+390
+8% +$18.6K 0.01% 294
2017
Q1 		$229K Buy
+4,943
New +$224K 0.01% 297

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2024, closing a stake of 51,842 shares — an estimated $6.08M sold.

Lincoln National Corp first reported a position in IUSG in Q1 2017 and held it in 28 quarters. The position peaked at $6.08M in Q1 2024. 684 funds tracked by Wall St. Rank hold IUSG as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares Core S&P US Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 51,842 iShares Core S&P US Growth ETF shares in Q2 2024, an estimated $6.08M.
  • Lincoln National Corp first reported a position in iShares Core S&P US Growth ETF in Q1 2017 and held it in 28 quarters.
  • Lincoln National Corp's iShares Core S&P US Growth ETF position peaked at $6.08M in Q1 2024.
  • 684 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2024.

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