LNC
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Lincoln National Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Lincoln National Corp’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-29,497
Closed -$3.37M – 609
2024
Q1 		$3.37M Buy
29,497
+7,896
+37% +$854K 0.05% 222
2023
Q4 		$2.26M Buy
21,601
+615
+3% +$58.3K 0.04% 268
2023
Q3 		$1.92M Buy
20,986
+212
+1% +$20.3K 0.04% 256
2023
Q2 		$2.01M Buy
20,774
+327
+2% +$29.8K 0.04% 251
2023
Q1 		$1.86M Buy
20,447
+651
+3% +$58.1K 0.04% 252
2022
Q4 		$1.65M Buy
19,796
+8,336
+73% +$702K 0.04% 259
2022
Q3 		$899K Sell
11,460
-339
-3% -$29.2K 0.02% 347
2022
Q2 		$935K Buy
11,799
+2,004
+20% +$175K 0.02% 343
2022
Q1 		$984K Sell
9,795
-570
-5% -$56.8K 0.02% 356
2021
Q4 		$1.19M Buy
10,365
+427
+4% +$49.8K 0.02% 311
2021
Q3 		$1.11M Buy
9,938
+151
+2% +$17.4K 0.02% 307
2021
Q2 		$1.11M Buy
9,787
+2,341
+31% +$250K 0.02% 295
2021
Q1 		$760K Buy
7,446
+34
+0.5% +$3.56K 0.02% 350
2020
Q4 		$761K Buy
7,412
+218
+3% +$20.7K 0.02% 331
2020
Q3 		$622K Buy
7,194
+1,922
+36% +$162K 0.02% 335
2020
Q2 		$417K Buy
5,272
+148
+3% +$10.7K 0.01% 412
2020
Q1 		$312K Buy
5,124
+1,214
+31% +$88.5K 0.01% 438
2019
Q4 		$299K Buy
+3,910
New +$287K 0.01% 498

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Lincoln National Corp sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2024, closing a stake of 29,497 shares — an estimated $3.37M sold.

Lincoln National Corp first reported a position in IWP in Q4 2019 and held it in 18 quarters. The position peaked at $3.37M in Q1 2024. 1,014 funds tracked by Wall St. Rank hold IWP as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 29,497 iShares Russell Mid-Cap Growth ETF shares in Q2 2024, an estimated $3.37M.
  • Lincoln National Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 18 quarters.
  • Lincoln National Corp's iShares Russell Mid-Cap Growth ETF position peaked at $3.37M in Q1 2024.
  • 1,014 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2024.

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