Lincoln National Corp’s iShares Russell 3000 ETF IWV Stock Holding History

Lincoln National Corp’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,712	Closed	-$814K	–	612
2024 Q1	$814K	Buy	2,712 +1	+0%	+$285	0.01%	581
2023 Q4	$742K	Buy	+2,711	New	+$691K	0.01%	542
2022 Q1	–	Sell	-1,709	Closed	-$474K	–	937
2021 Q4	$474K	Sell	1,709 -13	-0.8%	-$3.52K	0.01%	540
2021 Q3	$439K	Buy	+1,722	New	+$451K	0.01%	538

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Russell 3000 ETF (IWV) in Q2 2024, closing a stake of 2,712 shares — an estimated $814K sold.

Lincoln National Corp first reported a position in IWV in Q3 2021 and held it in 4 quarters. The position peaked at $814K in Q1 2024. 771 funds tracked by Wall St. Rank hold IWV as of Q2 2024.

Lincoln National Corp reported no remaining iShares Russell 3000 ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 2,712 iShares Russell 3000 ETF shares in Q2 2024, an estimated $814K.
Lincoln National Corp first reported a position in iShares Russell 3000 ETF in Q3 2021 and held it in 4 quarters.
Lincoln National Corp's iShares Russell 3000 ETF position peaked at $814K in Q1 2024.
771 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2024.

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