LNC
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Lincoln National Corp’s iShares S&P 500 Growth ETF IVW Stock Holding History

Lincoln National Corp’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-51,637
Closed -$4.36M – 600
2024
Q1 		$4.36M Buy
51,637
+24,972
+94% +$2.01M 0.07% 175
2023
Q4 		$2M Buy
26,665
+5,872
+28% +$418K 0.04% 289
2023
Q3 		$1.42M Buy
20,793
+1,244
+6% +$88K 0.03% 322
2023
Q2 		$1.38M Buy
19,549
+2,283
+13% +$151K 0.03% 333
2023
Q1 		$1.1M Buy
17,266
+2,413
+16% +$147K 0.02% 368
2022
Q4 		$869K Buy
14,853
+1,142
+8% +$68.6K 0.02% 389
2022
Q3 		$793K Sell
13,711
-5,760
-30% -$374K 0.02% 375
2022
Q2 		$1.18M Buy
19,471
+2,919
+18% +$193K 0.03% 311
2022
Q1 		$1.26M Buy
16,552
+7,873
+91% +$591K 0.03% 306
2021
Q4 		$726K Buy
8,679
+310
+4% +$25K 0.01% 425
2021
Q3 		$619K Sell
8,369
-4,890
-37% -$373K 0.01% 438
2021
Q2 		$964K Buy
13,259
+1,236
+10% +$85.5K 0.02% 328
2021
Q1 		$783K Buy
12,023
+1,259
+12% +$81.4K 0.02% 341
2020
Q4 		$687K Sell
10,764
-2,652
-20% -$161K 0.02% 352
2020
Q3 		$775K Buy
13,416
+2,332
+21% +$132K 0.02% 296
2020
Q2 		$575K Buy
11,084
+1,424
+15% +$68.3K 0.02% 347
2020
Q1 		$399K Sell
9,660
-9,808
-50% -$464K 0.02% 382
2019
Q4 		$942K Buy
19,468
+3,584
+23% +$166K 0.03% 272
2019
Q3 		$715K Buy
15,884
+2,100
+15% +$95K 0.03% 284
2019
Q2 		$617K Sell
13,784
-304
-2% -$13.4K 0.02% 278
2019
Q1 		$607K Buy
14,088
+3,652
+35% +$150K 0.03% 268
2018
Q4 		$393K Sell
10,436
-10,456
-50% -$423K 0.02% 300
2018
Q3 		$925K Buy
20,892
+13,936
+200% +$599K 0.03% 185
2018
Q2 		$283K Buy
6,956
+1,168
+20% +$46.9K 0.01% 375
2018
Q1 		$225K Sell
5,788
-18,348
-76% -$732K 0.01% 427
2017
Q4 		$922K Buy
24,136
+13,248
+122% +$495K 0.03% 245
2017
Q3 		$390K Buy
+10,888
New +$384K 0.02% 256

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2024, closing a stake of 51,637 shares — an estimated $4.36M sold.

Lincoln National Corp first reported a position in IVW in Q3 2017 and held it in 27 quarters. The position peaked at $4.36M in Q1 2024. 1,664 funds tracked by Wall St. Rank hold IVW as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares S&P 500 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 51,637 iShares S&P 500 Growth ETF shares in Q2 2024, an estimated $4.36M.
  • Lincoln National Corp first reported a position in iShares S&P 500 Growth ETF in Q3 2017 and held it in 27 quarters.
  • Lincoln National Corp's iShares S&P 500 Growth ETF position peaked at $4.36M in Q1 2024.
  • 1,664 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2024.

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