Lincoln National Corp’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-71,474
| Closed | -$15M | – | 606 |
|
|
2024
Q1 | $15M | Buy |
71,474
+4,793
| +7% | +$956K | 0.23% | 69 |
|
|
2023
Q4 | $13.4M | Buy |
66,681
+686
| +1% | +$123K | 0.24% | 63 |
|
|
2023
Q3 | $11.7M | Buy |
65,995
+5,328
| +9% | +$1M | 0.24% | 62 |
|
|
2023
Q2 | $11.4M | Buy |
60,667
+5,584
| +10% | +$996K | 0.22% | 63 |
|
|
2023
Q1 | $9.83M | Sell |
55,083
-1,981
| -3% | -$365K | 0.21% | 67 |
|
|
2022
Q4 | $9.95M | Buy |
57,064
+3
| +0% | +$534 | 0.23% | 62 |
|
|
2022
Q3 | $9.41M | Sell |
57,061
-721
| -1% | -$132K | 0.23% | 61 |
|
|
2022
Q2 | $9.79M | Buy |
57,782
+3,214
| +6% | +$592K | 0.23% | 61 |
|
|
2022
Q1 | $11.2M | Buy |
54,568
+2,315
| +4% | +$472K | 0.23% | 63 |
|
|
2021
Q4 | $11.6M | Buy |
52,253
+506
| +1% | +$114K | 0.23% | 59 |
|
|
2021
Q3 | $11.3M | Sell |
51,747
-14,534
| -22% | -$3.22M | 0.25% | 53 |
|
|
2021
Q2 | $15.2M | Buy |
66,281
+3,066
| +5% | +$689K | 0.33% | 43 |
|
|
2021
Q1 | $14M | Sell |
63,215
-919
| -1% | -$201K | 0.34% | 41 |
|
|
2020
Q4 | $12.6M | Buy |
64,134
+16,579
| +35% | +$2.9M | 0.33% | 42 |
|
|
2020
Q3 | $7.12M | Buy |
47,555
+578
| +1% | +$87K | 0.21% | 61 |
|
|
2020
Q2 | $6.73M | Sell |
46,977
-22,210
| -32% | -$2.91M | 0.21% | 63 |
|
|
2020
Q1 | $7.92M | Sell |
69,187
-8,654
| -11% | -$1.29M | 0.3% | 52 |
|
|
2019
Q4 | $12.9M | Buy |
77,841
+36,343
| +88% | +$5.74M | 0.42% | 41 |
|
|
2019
Q3 | $6.28M | Buy |
41,498
+1,090
| +3% | +$166K | 0.23% | 53 |
|
|
2019
Q2 | $6.28M | Buy |
40,408
+1,047
| +3% | +$161K | 0.24% | 52 |
|
|
2019
Q1 | $6.03M | Sell |
39,361
-30,305
| -44% | -$4.55M | 0.25% | 48 |
|
|
2018
Q4 | $9.33M | Buy |
69,666
+47,941
| +221% | +$7.15M | 0.43% | 35 |
|
|
2018
Q3 | $3.66M | Buy |
21,725
+2,251
| +12% | +$380K | 0.12% | 70 |
|
|
2018
Q2 | $3.19M | Sell |
19,474
-1,431
| -7% | -$229K | 0.12% | 68 |
|
|
2018
Q1 | $3.17M | Sell |
20,905
-16,619
| -44% | -$2.57M | 0.12% | 68 |
|
|
2017
Q4 | $5.72M | Buy |
37,524
+21,266
| +131% | +$3.19M | 0.17% | 69 |
|
|
2017
Q3 | $2.41M | Buy |
16,258
+1,375
| +9% | +$193K | 0.1% | 73 |
|
|
2017
Q2 | $2.1M | Buy |
14,883
+4,342
| +41% | +$601K | 0.1% | 75 |
|
|
2017
Q1 | $1.45M | Sell |
10,541
-1,541
| -13% | -$211K | 0.07% | 92 |
|
|
2016
Q4 | $1.63M | Sell |
12,082
-882
| -7% | -$113K | 0.09% | 94 |
|
|
2016
Q3 | $1.61M | Buy |
12,964
+1,542
| +14% | +$187K | 0.09% | 85 |
|
|
2016
Q2 | $1.31M | Sell |
11,422
-388
| -3% | -$43.8K | 0.08% | 101 |
|
|
2016
Q1 | $1.31M | Buy |
11,810
+1,479
| +14% | +$153K | 0.09% | 88 |
|
|
2015
Q4 | $1.07M | Sell |
10,331
-13,227
| -56% | -$1.53M | 0.08% | 81 |
|
|
2015
Q3 | $2.58M | Sell |
23,558
-5,278
| -18% | -$626K | 0.2% | 36 |
|
|
2015
Q2 | $3.6M | Buy |
28,836
+1,177
| +4% | +$147K | 0.27% | 31 |
|
|
2015
Q1 | $3.44M | Buy |
27,659
+5,652
| +26% | +$681K | 0.28% | 29 |
|
|
2014
Q4 | $2.63M | Buy |
22,007
+6,035
| +38% | +$690K | 0.23% | 35 |
|
|
2014
Q3 | $1.75M | Sell |
15,972
-1,967
| -11% | -$225K | 0.17% | 45 |
|
|
2014
Q2 | $2.13M | Buy |
17,939
+2,492
| +16% | +$283K | 0.22% | 36 |
|
|
2014
Q1 | $1.8M | Sell |
15,447
-191
| -1% | -$22K | 0.25% | 34 |
|
|
2013
Q4 | $1.8M | Buy |
+15,638
| New | +$1.73M | 0.27% | 32 |
|
Other funds holding IWM
