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

Lincoln National Corp’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-457,412
Closed -$38.5M – 604
2024
Q1 		$38.5M Buy
457,412
+25,268
+6% +$2.04M 0.6% 32
2023
Q4 		$32.8M Sell
432,144
-1,284
-0.3% -$90.8K 0.58% 29
2023
Q3 		$28.8M Buy
433,428
+3,132
+0.7% +$216K 0.58% 30
2023
Q2 		$29.6M Buy
430,296
+14,344
+3% +$912K 0.59% 29
2023
Q1 		$25.4M Sell
415,952
-8,928
-2% -$514K 0.53% 32
2022
Q4 		$22.8M Sell
424,880
-7,480
-2% -$411K 0.51% 31
2022
Q3 		$22.7M Sell
432,360
-1,012
-0.2% -$59.5K 0.56% 30
2022
Q2 		$23.7M Buy
433,372
+53,788
+14% +$3.23M 0.55% 31
2022
Q1 		$26.3M Sell
379,584
-124
-0% -$8.46K 0.54% 30
2021
Q4 		$29M Buy
379,708
+824
+0.2% +$61.1K 0.58% 31
2021
Q3 		$26M Sell
378,884
-190,636
-33% -$13.5M 0.57% 30
2021
Q2 		$38.7M Buy
569,520
+18,240
+3% +$1.18M 0.83% 26
2021
Q1 		$33.5M Buy
551,280
+8,152
+2% +$496K 0.83% 23
2020
Q4 		$32.7M Sell
543,128
-14,028
-3% -$798K 0.87% 23
2020
Q3 		$30.2M Buy
557,156
+11,124
+2% +$586K 0.9% 22
2020
Q2 		$26.2M Buy
546,032
+5,936
+1% +$262K 0.84% 24
2020
Q1 		$20.3M Buy
540,096
+188
+0% +$8.1K 0.76% 25
2019
Q4 		$23.7M Sell
539,908
-30,620
-5% -$1.28M 0.77% 22
2019
Q3 		$22.8M Buy
570,528
+43,360
+8% +$1.74M 0.84% 23
2019
Q2 		$20.7M Sell
527,168
-17,712
-3% -$685K 0.8% 22
2019
Q1 		$20.6M Buy
544,880
+19,836
+4% +$713K 0.85% 21
2018
Q4 		$17.2M Buy
525,044
+24,756
+5% +$873K 0.79% 21
2018
Q3 		$19.5M Buy
500,288
+22,284
+5% +$844K 0.66% 21
2018
Q2 		$17.2M Sell
478,004
-8,692
-2% -$307K 0.63% 20
2018
Q1 		$16.6M Sell
486,696
-484,940
-50% -$17M 0.61% 20
2017
Q4 		$32.7M Buy
971,636
+533,540
+122% +$17.5M 1% 17
2017
Q3 		$13.7M Buy
438,096
+23,640
+6% +$723K 0.58% 25
2017
Q2 		$12.3M Buy
414,456
+16,900
+4% +$496K 0.58% 25
2017
Q1 		$11.3M Buy
397,556
+29,980
+8% +$831K 0.58% 24
2016
Q4 		$9.64M Buy
367,576
+9,168
+3% +$238K 0.53% 23
2016
Q3 		$9.33M Buy
358,408
+7,536
+2% +$196K 0.53% 23
2016
Q2 		$8.8M Sell
350,872
-16,052
-4% -$401K 0.52% 24
2016
Q1 		$9.15M Buy
366,924
+4,672
+1% +$110K 0.64% 22
2015
Q4 		$8.47M Buy
362,252
+72,664
+25% +$1.81M 0.66% 22
2015
Q3 		$6.86M Buy
289,588
+9,584
+3% +$236K 0.53% 24
2015
Q2 		$7.23M Buy
280,004
+3,336
+1% +$83.9K 0.54% 24
2015
Q1 		$6.84M Buy
276,668
+232
+0.1% +$5.67K 0.55% 24
2014
Q4 		$6.61M Buy
276,436
+4,512
+2% +$106K 0.57% 24
2014
Q3 		$6.23M Buy
271,924
+6,344
+2% +$145K 0.6% 24
2014
Q2 		$6.04M Hold
265,580
– – 0.62% 24
2014
Q1 		$5.75M Buy
265,580
+12,328
+5% +$265K 0.79% 23
2013
Q4 		$5.44M Buy
+253,252
New +$5.2M 0.82% 23

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2024, closing a stake of 457,412 shares — an estimated $38.5M sold.

Lincoln National Corp first reported a position in IWF in Q4 2013 and held it in 42 quarters. The position peaked at $38.7M in Q2 2021. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 457,412 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $38.5M.
  • Lincoln National Corp first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and held it in 42 quarters.
  • Lincoln National Corp's iShares Russell 1000 Growth ETF position peaked at $38.7M in Q2 2021.
  • 2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

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