LNC
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Lincoln National Corp’s iShares Russell 1000 ETF IWB Stock Holding History

Lincoln National Corp’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,613
Closed -$2.48M – 602
2024
Q1 		$2.48M Sell
8,613
-361
-4% -$98.9K 0.04% 287
2023
Q4 		$2.35M Buy
8,974
+122
+1% +$29.9K 0.04% 261
2023
Q3 		$2.08M Buy
8,852
+21
+0.2% +$5.14K 0.04% 237
2023
Q2 		$2.15M Buy
8,831
+282
+3% +$64.9K 0.04% 235
2023
Q1 		$1.93M Sell
8,549
-1,609
-16% -$354K 0.04% 247
2022
Q4 		$2.14M Sell
10,158
-1,081
-10% -$229K 0.05% 218
2022
Q3 		$2.22M Buy
11,239
+201
+2% +$44.1K 0.05% 193
2022
Q2 		$2.29M Buy
11,038
+371
+3% +$83.8K 0.05% 193
2022
Q1 		$2.67M Buy
10,667
+1,735
+19% +$428K 0.06% 183
2021
Q4 		$2.36M Buy
8,932
+240
+3% +$61.8K 0.05% 201
2021
Q3 		$2.1M Sell
8,692
-681
-7% -$169K 0.05% 200
2021
Q2 		$2.27M Buy
9,373
+170
+2% +$40.1K 0.05% 191
2021
Q1 		$2.06M Buy
9,203
+2,344
+34% +$513K 0.05% 187
2020
Q4 		$1.45M Buy
6,859
+1,322
+24% +$264K 0.04% 222
2020
Q3 		$1.04M Sell
5,537
-722
-12% -$133K 0.03% 250
2020
Q2 		$1.07M Buy
6,259
+17
+0.3% +$2.75K 0.03% 231
2020
Q1 		$884K Sell
6,242
-847
-12% -$143K 0.03% 231
2019
Q4 		$1.26M Sell
7,089
-363
-5% -$61.9K 0.04% 215
2019
Q3 		$1.23M Buy
7,452
+494
+7% +$81.1K 0.05% 194
2019
Q2 		$1.13M Sell
6,958
-3,590
-34% -$575K 0.04% 188
2019
Q1 		$1.66M Buy
10,548
+2,469
+31% +$373K 0.07% 133
2018
Q4 		$1.12M Buy
8,079
+4,374
+118% +$654K 0.05% 158
2018
Q3 		$599K Buy
3,705
+5
+0.1% +$794 0.02% 243
2018
Q2 		$562K Buy
3,700
+584
+19% +$88K 0.02% 244
2018
Q1 		$458K Sell
3,116
-3,050
-49% -$463K 0.02% 276
2017
Q4 		$916K Buy
6,166
+3,751
+155% +$543K 0.03% 246
2017
Q3 		$338K Buy
2,415
+805
+50% +$110K 0.01% 283
2017
Q2 		$218K Buy
+1,610
New +$215K 0.01% 318

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Russell 1000 ETF (IWB) in Q2 2024, closing a stake of 8,613 shares — an estimated $2.48M sold.

Lincoln National Corp first reported a position in IWB in Q2 2017 and held it in 28 quarters. The position peaked at $2.67M in Q1 2022. 1,256 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 8,613 iShares Russell 1000 ETF shares in Q2 2024, an estimated $2.48M.
  • Lincoln National Corp first reported a position in iShares Russell 1000 ETF in Q2 2017 and held it in 28 quarters.
  • Lincoln National Corp's iShares Russell 1000 ETF position peaked at $2.67M in Q1 2022.
  • 1,256 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

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