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

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