LNC
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Lincoln National Corp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Lincoln National Corp’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,350
Closed -$1.99M – 608
2024
Q1 		$1.99M Buy
7,350
+1,247
+20% +$319K 0.03% 331
2023
Q4 		$1.54M Buy
6,103
+390
+7% +$87.9K 0.03% 350
2023
Q3 		$1.28M Buy
5,713
+380
+7% +$90.9K 0.03% 349
2023
Q2 		$1.29M Sell
5,333
-630
-11% -$144K 0.03% 347
2023
Q1 		$1.35M Buy
5,963
+655
+12% +$150K 0.03% 320
2022
Q4 		$1.14M Buy
5,308
+1,152
+28% +$252K 0.03% 327
2022
Q3 		$858K Buy
4,156
+157
+4% +$35.3K 0.02% 363
2022
Q2 		$825K Buy
3,999
+127
+3% +$28.3K 0.02% 374
2022
Q1 		$990K Sell
3,872
-217
-5% -$55.5K 0.02% 353
2021
Q4 		$1.2M Sell
4,089
-25
-0.6% -$7.53K 0.02% 309
2021
Q3 		$1.21M Sell
4,114
-1,291
-24% -$388K 0.03% 291
2021
Q2 		$1.68M Sell
5,405
-255
-5% -$76.7K 0.04% 228
2021
Q1 		$1.7M Sell
5,660
-315
-5% -$97.8K 0.04% 210
2020
Q4 		$1.71M Sell
5,975
-711
-11% -$181K 0.05% 203
2020
Q3 		$1.48M Sell
6,686
-57
-0.8% -$12.5K 0.04% 198
2020
Q2 		$1.4M Sell
6,743
-145
-2% -$27.1K 0.04% 195
2020
Q1 		$1.09M Sell
6,888
-6,117
-47% -$1.21M 0.04% 199
2019
Q4 		$2.79M Buy
13,005
+6,031
+86% +$1.22M 0.09% 119
2019
Q3 		$1.34M Sell
6,974
-129
-2% -$25.6K 0.05% 177
2019
Q2 		$1.43M Buy
7,103
+35
+0.5% +$6.92K 0.06% 157
2019
Q1 		$1.39M Sell
7,068
-155
-2% -$29.5K 0.06% 149
2018
Q4 		$1.21M Sell
7,223
-1,253
-15% -$234K 0.06% 146
2018
Q3 		$1.82M Buy
8,476
+980
+13% +$209K 0.06% 110
2018
Q2 		$1.53M Buy
7,496
+274
+4% +$54.8K 0.06% 120
2018
Q1 		$1.38M Sell
7,222
-5,601
-44% -$1.08M 0.05% 121
2017
Q4 		$2.39M Buy
12,823
+6,871
+115% +$1.25M 0.07% 134
2017
Q3 		$1.06M Buy
5,952
+915
+18% +$155K 0.04% 130
2017
Q2 		$850K Buy
5,037
+186
+4% +$30.6K 0.04% 136
2017
Q1 		$784K Sell
4,851
-56
-1% -$8.89K 0.04% 137
2016
Q4 		$755K Hold
4,907
– – 0.04% 144
2016
Q3 		$730K Sell
4,907
-221
-4% -$32.2K 0.04% 144
2016
Q2 		$703K Buy
5,128
+273
+6% +$36.8K 0.04% 142
2016
Q1 		$644K Sell
4,855
-1,199
-20% -$150K 0.05% 135
2015
Q4 		$771K Buy
6,054
+1,199
+25% +$170K 0.06% 96
2015
Q3 		$662K Hold
4,855
– – 0.05% 104
2015
Q2 		$764K Buy
4,855
+8
+0.2% +$1.23K 0.06% 100
2015
Q1 		$735K Hold
4,847
– – 0.06% 92
2014
Q4 		$690K Buy
4,847
+57
+1% +$7.71K 0.06% 91
2014
Q3 		$621K Hold
4,790
– – 0.06% 92
2014
Q2 		$663K Hold
4,790
– – 0.07% 86
2014
Q1 		$652K Buy
4,790
+1,370
+40% +$187K 0.09% 74
2013
Q4 		$464K Buy
+3,420
New +$443K 0.07% 74

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 7,350 shares — an estimated $1.99M sold.

Lincoln National Corp first reported a position in IWO in Q4 2013 and held it in 42 quarters. The position peaked at $2.79M in Q4 2019. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 7,350 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $1.99M.
  • Lincoln National Corp first reported a position in iShares Russell 2000 Growth ETF in Q4 2013 and held it in 42 quarters.
  • Lincoln National Corp's iShares Russell 2000 Growth ETF position peaked at $2.79M in Q4 2019.
  • 900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

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