Lincoln National Corp’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-8,613
| Closed | -$2.48M | – | 602 |
|
2024
Q1 | $2.48M | Sell |
8,613
-361
| -4% | -$104K | 0.04% | 287 |
|
2023
Q4 | $2.35M | Buy |
8,974
+122
| +1% | +$32K | 0.04% | 261 |
|
2023
Q3 | $2.08M | Buy |
8,852
+21
| +0.2% | +$4.93K | 0.04% | 237 |
|
2023
Q2 | $2.15M | Buy |
8,831
+282
| +3% | +$68.7K | 0.04% | 235 |
|
2023
Q1 | $1.93M | Sell |
8,549
-1,609
| -16% | -$362K | 0.04% | 247 |
|
2022
Q4 | $2.14M | Sell |
10,158
-1,081
| -10% | -$228K | 0.05% | 218 |
|
2022
Q3 | $2.22M | Buy |
11,239
+201
| +2% | +$39.6K | 0.05% | 193 |
|
2022
Q2 | $2.29M | Buy |
11,038
+371
| +3% | +$77.1K | 0.05% | 193 |
|
2022
Q1 | $2.67M | Buy |
10,667
+1,735
| +19% | +$434K | 0.06% | 183 |
|
2021
Q4 | $2.36M | Buy |
8,932
+240
| +3% | +$63.5K | 0.05% | 201 |
|
2021
Q3 | $2.1M | Sell |
8,692
-681
| -7% | -$165K | 0.05% | 200 |
|
2021
Q2 | $2.27M | Buy |
9,373
+170
| +2% | +$41.2K | 0.05% | 191 |
|
2021
Q1 | $2.06M | Buy |
9,203
+2,344
| +34% | +$525K | 0.05% | 187 |
|
2020
Q4 | $1.45M | Buy |
6,859
+1,322
| +24% | +$280K | 0.04% | 222 |
|
2020
Q3 | $1.04M | Sell |
5,537
-722
| -12% | -$135K | 0.03% | 250 |
|
2020
Q2 | $1.07M | Buy |
6,259
+17
| +0.3% | +$2.92K | 0.03% | 231 |
|
2020
Q1 | $884K | Sell |
6,242
-847
| -12% | -$120K | 0.03% | 231 |
|
2019
Q4 | $1.27M | Sell |
7,089
-363
| -5% | -$64.8K | 0.04% | 215 |
|
2019
Q3 | $1.23M | Buy |
7,452
+494
| +7% | +$81.3K | 0.05% | 194 |
|
2019
Q2 | $1.13M | Sell |
6,958
-3,590
| -34% | -$585K | 0.04% | 188 |
|
2019
Q1 | $1.66M | Buy |
10,548
+2,469
| +31% | +$388K | 0.07% | 133 |
|
2018
Q4 | $1.12M | Buy |
8,079
+4,374
| +118% | +$606K | 0.05% | 158 |
|
2018
Q3 | $599K | Buy |
3,705
+5
| +0.1% | +$808 | 0.02% | 243 |
|
2018
Q2 | $562K | Buy |
3,700
+584
| +19% | +$88.7K | 0.02% | 244 |
|
2018
Q1 | $458K | Sell |
3,116
-3,050
| -49% | -$448K | 0.02% | 276 |
|
2017
Q4 | $916K | Buy |
6,166
+3,751
| +155% | +$557K | 0.03% | 246 |
|
2017
Q3 | $338K | Buy |
2,415
+805
| +50% | +$113K | 0.01% | 281 |
|
2017
Q2 | $218K | Buy |
+1,610
| New | +$218K | 0.01% | 318 |
|