Lincoln National Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-72,691
| Closed | -$6.11M | – | 610 |
|
|
2024
Q1 | $6.11M | Buy |
72,691
+2,560
| +4% | +$203K | 0.1% | 126 |
|
|
2023
Q4 | $5.45M | Buy |
70,131
+19,297
| +38% | +$1.37M | 0.1% | 125 |
|
|
2023
Q3 | $3.52M | Buy |
50,834
+1,974
| +4% | +$144K | 0.07% | 163 |
|
|
2023
Q2 | $3.57M | Buy |
48,860
+479
| +1% | +$33.3K | 0.07% | 170 |
|
|
2023
Q1 | $3.38M | Buy |
48,381
+2,983
| +7% | +$211K | 0.07% | 167 |
|
|
2022
Q4 | $3.06M | Buy |
45,398
+8,162
| +22% | +$550K | 0.07% | 170 |
|
|
2022
Q3 | $2.31M | Sell |
37,236
-166
| -0.4% | -$11.4K | 0.06% | 189 |
|
|
2022
Q2 | $2.42M | Buy |
37,402
+15,060
| +67% | +$1.07M | 0.06% | 186 |
|
|
2022
Q1 | $1.74M | Buy |
22,342
+302
| +1% | +$23.2K | 0.04% | 250 |
|
|
2021
Q4 | $1.83M | Sell |
22,040
-1,914
| -8% | -$157K | 0.04% | 236 |
|
|
2021
Q3 | $1.87M | Sell |
23,954
-628
| -3% | -$50.3K | 0.04% | 213 |
|
|
2021
Q2 | $1.95M | Buy |
24,582
+947
| +4% | +$73.5K | 0.04% | 205 |
|
|
2021
Q1 | $1.75M | Buy |
23,635
+1,718
| +8% | +$124K | 0.04% | 207 |
|
|
2020
Q4 | $1.5M | Sell |
21,917
-925
| -4% | -$58.9K | 0.04% | 214 |
|
|
2020
Q3 | $1.31M | Buy |
22,842
+9
| +0% | +$512 | 0.04% | 212 |
|
|
2020
Q2 | $1.22M | Buy |
22,833
+5,993
| +36% | +$300K | 0.04% | 210 |
|
|
2020
Q1 | $727K | Buy |
16,840
+2,588
| +18% | +$142K | 0.03% | 268 |
|
|
2019
Q4 | $850K | Sell |
14,252
-357
| -2% | -$20.5K | 0.03% | 290 |
|
|
2019
Q3 | $818K | Buy |
14,609
+2,341
| +19% | +$131K | 0.03% | 259 |
|
|
2019
Q2 | $686K | Sell |
12,268
-1,918
| -14% | -$105K | 0.03% | 259 |
|
|
2019
Q1 | $765K | Buy |
14,186
+215
| +2% | +$11.1K | 0.03% | 241 |
|
|
2018
Q4 | $649K | Buy |
13,971
+4,283
| +44% | +$216K | 0.03% | 228 |
|
|
2018
Q3 | $534K | Buy |
9,688
+1,300
| +15% | +$71.2K | 0.02% | 261 |
|
|
2018
Q2 | $445K | Buy |
8,388
+1,812
| +28% | +$95.4K | 0.02% | 286 |
|
|
2018
Q1 | $339K | Sell |
6,576
-5,632
| -46% | -$297K | 0.01% | 344 |
|
|
2017
Q4 | $635K | Buy |
12,208
+6,112
| +100% | +$310K | 0.02% | 322 |
|
|
2017
Q3 | $301K | Buy |
6,096
+116
| +2% | +$5.6K | 0.01% | 316 |
|
|
2017
Q2 | $287K | Buy |
5,980
+632
| +12% | +$30K | 0.01% | 281 |
|
|
2017
Q1 | $251K | Sell |
5,348
-296
| -5% | -$13.7K | 0.01% | 281 |
|
|
2016
Q4 | $252K | Sell |
5,644
-948
| -14% | -$41.5K | 0.01% | 255 |
|
|
2016
Q3 | $287K | Buy |
6,592
+8
| +0.1% | +$347 | 0.02% | 222 |
|
|
2016
Q2 | $277K | Sell |
6,584
-6,648
| -50% | -$274K | 0.02% | 220 |
|
|
2016
Q1 | $539K | Buy |
13,232
+96
| +0.7% | +$3.65K | 0.04% | 148 |
|
|
2015
Q4 | $495K | Buy |
13,136
+8,084
| +160% | +$329K | 0.04% | 120 |
|
|
2015
Q3 | $200K | Sell |
5,052
-924
| -15% | -$38.3K | 0.02% | 171 |
|
|
2015
Q2 | $257K | Buy |
+5,976
| New | +$260K | 0.02% | 150 |
|
Other funds holding IWR
Lincoln National Corp's IWR Position: Q2 2024 in Review
Lincoln National Corp sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2024, closing a stake of 72,691 shares — an estimated $6.11M sold.
Lincoln National Corp first reported a position in IWR in Q2 2015 and held it in 36 quarters. The position peaked at $6.11M in Q1 2024. 1,242 funds tracked by Wall St. Rank hold IWR as of Q2 2024.
- Lincoln National Corp reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
- Lincoln National Corp sold 72,691 iShares Russell Mid-Cap ETF shares in Q2 2024, an estimated $6.11M.
- Lincoln National Corp first reported a position in iShares Russell Mid-Cap ETF in Q2 2015 and held it in 36 quarters.
- Lincoln National Corp's iShares Russell Mid-Cap ETF position peaked at $6.11M in Q1 2024.
- 1,242 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2024.
Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.