Lincoln National Corp’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,712
| Closed | -$814K | – | 612 |
|
|
2024
Q1 | $814K | Buy |
2,712
+1
| +0% | +$300 | 0.01% | 581 |
|
|
2023
Q4 | $742K | Buy |
+2,711
| New | +$742K | 0.01% | 542 |
|
|
2022
Q1 | – | Sell |
-1,709
| Closed | -$474K | – | 937 |
|
|
2021
Q4 | $474K | Sell |
1,709
-13
| -0.8% | -$3.61K | 0.01% | 540 |
|
|
2021
Q3 | $439K | Buy |
+1,722
| New | +$439K | 0.01% | 538 |
|