LNC
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Lincoln National Corp’s iShares Core S&P US Value ETF IUSV Stock Holding History

Lincoln National Corp’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,044
Closed -$1.54M – 594
2024
Q1 		$1.54M Buy
17,044
+1,434
+9% +$123K 0.02% 395
2023
Q4 		$1.32M Buy
15,610
+954
+7% +$74.3K 0.02% 380
2023
Q3 		$1.09M Buy
14,656
+108
+0.7% +$8.48K 0.02% 384
2023
Q2 		$1.14M Sell
14,548
-493
-3% -$36.8K 0.02% 376
2023
Q1 		$1.11M Buy
15,041
+1,757
+13% +$129K 0.02% 366
2022
Q4 		$938K Sell
13,284
-836
-6% -$58.1K 0.02% 370
2022
Q3 		$884K Buy
14,120
+508
+4% +$35.1K 0.02% 350
2022
Q2 		$911K Buy
13,612
+2,317
+21% +$166K 0.02% 350
2022
Q1 		$857K Buy
11,295
+1,806
+19% +$135K 0.02% 387
2021
Q4 		$724K Buy
9,489
+903
+11% +$67K 0.01% 427
2021
Q3 		$609K Buy
8,586
+1,950
+29% +$142K 0.01% 444
2021
Q2 		$478K Buy
6,636
+2,278
+52% +$164K 0.01% 509
2021
Q1 		$300K Buy
+4,358
New +$286K 0.01% 616

Other funds holding IUSV

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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2024, closing a stake of 17,044 shares — an estimated $1.54M sold.

Lincoln National Corp first reported a position in IUSV in Q1 2021 and held it in 13 quarters. The position peaked at $1.54M in Q1 2024. 651 funds tracked by Wall St. Rank hold IUSV as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares Core S&P US Value ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 17,044 iShares Core S&P US Value ETF shares in Q2 2024, an estimated $1.54M.
  • Lincoln National Corp first reported a position in iShares Core S&P US Value ETF in Q1 2021 and held it in 13 quarters.
  • Lincoln National Corp's iShares Core S&P US Value ETF position peaked at $1.54M in Q1 2024.
  • 651 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2024.

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