Lincoln National Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-72,691
Closed -$6.11M 610
2024
Q1
$6.11M Buy
72,691
+2,560
+4% +$215K 0.1% 126
2023
Q4
$5.45M Buy
70,131
+19,297
+38% +$1.5M 0.1% 125
2023
Q3
$3.52M Buy
50,834
+1,974
+4% +$137K 0.07% 163
2023
Q2
$3.57M Buy
48,860
+479
+1% +$35K 0.07% 170
2023
Q1
$3.38M Buy
48,381
+2,983
+7% +$209K 0.07% 167
2022
Q4
$3.06M Buy
45,398
+8,162
+22% +$551K 0.07% 170
2022
Q3
$2.31M Sell
37,236
-166
-0.4% -$10.3K 0.06% 189
2022
Q2
$2.42M Buy
37,402
+15,060
+67% +$974K 0.06% 186
2022
Q1
$1.74M Buy
22,342
+302
+1% +$23.6K 0.04% 250
2021
Q4
$1.83M Sell
22,040
-1,914
-8% -$159K 0.04% 236
2021
Q3
$1.87M Sell
23,954
-628
-3% -$49.1K 0.04% 213
2021
Q2
$1.95M Buy
24,582
+947
+4% +$75K 0.04% 205
2021
Q1
$1.75M Buy
23,635
+1,718
+8% +$127K 0.04% 207
2020
Q4
$1.5M Sell
21,917
-925
-4% -$63.4K 0.04% 214
2020
Q3
$1.31M Buy
22,842
+9
+0% +$517 0.04% 212
2020
Q2
$1.22M Buy
22,833
+5,993
+36% +$321K 0.04% 210
2020
Q1
$727K Buy
16,840
+2,588
+18% +$112K 0.03% 268
2019
Q4
$850K Sell
14,252
-357
-2% -$21.3K 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% -$107K 0.03% 259
2019
Q1
$765K Buy
14,186
+215
+2% +$11.6K 0.03% 241
2018
Q4
$649K Buy
13,971
+4,283
+44% +$199K 0.03% 228
2018
Q3
$534K Buy
9,688
+1,300
+15% +$71.7K 0.02% 261
2018
Q2
$445K Buy
8,388
+1,812
+28% +$96.1K 0.02% 286
2018
Q1
$339K Sell
6,576
-5,632
-46% -$290K 0.01% 344
2017
Q4
$635K Buy
12,208
+6,112
+100% +$318K 0.02% 322
2017
Q3
$301K Buy
6,096
+116
+2% +$5.73K 0.01% 314
2017
Q2
$287K Buy
5,980
+632
+12% +$30.3K 0.01% 281
2017
Q1
$251K Sell
5,348
-296
-5% -$13.9K 0.01% 281
2016
Q4
$252K Sell
5,644
-948
-14% -$42.3K 0.01% 255
2016
Q3
$287K Buy
6,592
+8
+0.1% +$348 0.02% 222
2016
Q2
$277K Sell
6,584
-6,648
-50% -$280K 0.02% 220
2016
Q1
$539K Buy
13,232
+96
+0.7% +$3.91K 0.04% 148
2015
Q4
$495K Buy
13,136
+8,084
+160% +$305K 0.04% 120
2015
Q3
$200K Sell
5,052
-924
-15% -$36.6K 0.02% 171
2015
Q2
$257K Buy
+5,976
New +$257K 0.02% 150