LNC
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Lincoln National Corp’s iShares Russell Top 200 ETF IWL Stock Holding History

Lincoln National Corp’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-26,841
Closed -$3.41M – 605
2024
Q1 		$3.41M Sell
26,841
-963
-3% -$117K 0.05% 219
2023
Q4 		$3.2M Buy
27,804
+6,393
+30% +$692K 0.06% 204
2023
Q3 		$2.21M Buy
21,411
+978
+5% +$105K 0.04% 230
2023
Q2 		$2.18M Buy
20,433
+1,581
+8% +$159K 0.04% 234
2023
Q1 		$1.83M Buy
18,852
+6,503
+53% +$612K 0.04% 257
2022
Q4 		$1.11M Sell
12,349
-654
-5% -$59.3K 0.03% 331
2022
Q3 		$1.1M Sell
13,003
-800
-6% -$75.6K 0.03% 318
2022
Q2 		$1.24M Buy
13,803
+832
+6% +$80.9K 0.03% 300
2022
Q1 		$1.4M Buy
12,971
+1,931
+17% +$206K 0.03% 289
2021
Q4 		$1.26M Buy
11,040
+2,546
+30% +$281K 0.03% 300
2021
Q3 		$875K Buy
8,494
+2,086
+33% +$221K 0.02% 359
2021
Q2 		$659K Buy
6,408
+2,295
+56% +$229K 0.01% 423
2021
Q1 		$390K Buy
4,113
+1,180
+40% +$109K 0.01% 522
2020
Q4 		$265K Buy
2,933
+213
+8% +$18.2K 0.01% 618
2020
Q3 		$221K Buy
2,720
+3
+0.1% +$240 0.01% 600
2020
Q2 		$201K Buy
+2,717
New +$190K 0.01% 608
2020
Q1 		– Sell
-2,697
Closed -$203K – 630
2019
Q4 		$203K Buy
+2,697
New +$193K 0.01% 603

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
DL
DOHJ LLC Seattle, Washington $344M AUM 10.21% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Russell Top 200 ETF (IWL) in Q2 2024, closing a stake of 26,841 shares — an estimated $3.41M sold.

Lincoln National Corp first reported a position in IWL in Q4 2019 and held it in 17 quarters. The position peaked at $3.41M in Q1 2024. 159 funds tracked by Wall St. Rank hold IWL as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares Russell Top 200 ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 26,841 iShares Russell Top 200 ETF shares in Q2 2024, an estimated $3.41M.
  • Lincoln National Corp first reported a position in iShares Russell Top 200 ETF in Q4 2019 and held it in 17 quarters.
  • Lincoln National Corp's iShares Russell Top 200 ETF position peaked at $3.41M in Q1 2024.
  • 159 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2024.

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