LNC
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Lincoln National Corp’s iShares US Financials ETF IYF Stock Holding History

Lincoln National Corp’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,658
Closed -$637K – 616
2024
Q1 		$637K Buy
6,658
+1,134
+21% +$101K 0.01% 660
2023
Q4 		$472K Buy
5,524
+418
+8% +$32.6K 0.01% 697
2023
Q3 		$382K Sell
5,106
-344
-6% -$26.5K 0.01% 693
2023
Q2 		$407K Sell
5,450
-460
-8% -$33.2K 0.01% 681
2023
Q1 		$420K Sell
5,910
-4,344
-42% -$334K 0.01% 649
2022
Q4 		$774K Buy
10,254
+2,441
+31% +$183K 0.02% 413
2022
Q3 		$527K Sell
7,813
-613
-7% -$45.1K 0.01% 480
2022
Q2 		$590K Buy
8,426
+1,038
+14% +$79.2K 0.01% 457
2022
Q1 		$624K Buy
7,388
+1,271
+21% +$109K 0.01% 462
2021
Q4 		$530K Buy
6,117
+17
+0.3% +$1.48K 0.01% 501
2021
Q3 		$503K Buy
6,100
+229
+4% +$19K 0.01% 496
2021
Q2 		$476K Buy
5,871
+77
+1% +$6.19K 0.01% 511
2021
Q1 		$434K Sell
5,794
-508
-8% -$36.1K 0.01% 501
2020
Q4 		$421K Sell
6,302
-112
-2% -$6.91K 0.01% 466
2020
Q3 		$364K Sell
6,414
-860
-12% -$49.3K 0.01% 451
2020
Q2 		$401K Buy
7,274
+2,382
+49% +$127K 0.01% 420
2020
Q1 		$238K Buy
4,892
+1,860
+61% +$118K 0.01% 497
2019
Q4 		$209K Buy
+3,032
New +$201K 0.01% 592
2019
Q1 		– Sell
-4,274
Closed -$227K – 524
2018
Q4 		$227K Buy
4,274
+668
+19% +$38.3K 0.01% 415
2018
Q3 		$219K Buy
3,606
+14
+0.4% +$858 0.01% 434
2018
Q2 		$211K Hold
3,592
– – 0.01% 447
2018
Q1 		$212K Sell
3,592
-3,534
-50% -$214K 0.01% 440
2017
Q4 		$426K Buy
+7,126
New +$414K 0.01% 397

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares US Financials ETF (IYF) in Q2 2024, closing a stake of 6,658 shares — an estimated $637K sold.

Lincoln National Corp first reported a position in IYF in Q4 2017 and held it in 23 quarters. The position peaked at $774K in Q4 2022. 368 funds tracked by Wall St. Rank hold IYF as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares US Financials ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 6,658 iShares US Financials ETF shares in Q2 2024, an estimated $637K.
  • Lincoln National Corp first reported a position in iShares US Financials ETF in Q4 2017 and held it in 23 quarters.
  • Lincoln National Corp's iShares US Financials ETF position peaked at $774K in Q4 2022.
  • 368 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2024.

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