LNC
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Lincoln National Corp’s iShares US Healthcare ETF IYH Stock Holding History

Lincoln National Corp’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40,250
Closed -$2.49M – 617
2024
Q1 		$2.49M Buy
40,250
+9,865
+32% +$593K 0.04% 286
2023
Q4 		$1.74M Sell
30,385
-1,255
-4% -$68.3K 0.03% 322
2023
Q3 		$1.71M Sell
31,640
-125
-0.4% -$6.99K 0.03% 283
2023
Q2 		$1.78M Buy
31,765
+4,500
+17% +$250K 0.04% 284
2023
Q1 		$1.49M Buy
27,265
+2,685
+11% +$147K 0.03% 294
2022
Q4 		$1.39M Buy
24,580
+7,320
+42% +$404K 0.03% 291
2022
Q3 		$874K Buy
17,260
+705
+4% +$38.1K 0.02% 355
2022
Q2 		$890K Buy
16,555
+5,665
+52% +$311K 0.02% 357
2022
Q1 		$629K Buy
10,890
+590
+6% +$32.9K 0.01% 460
2021
Q4 		$618K Buy
10,300
+230
+2% +$13.1K 0.01% 459
2021
Q3 		$556K Sell
10,070
-870
-8% -$49.8K 0.01% 468
2021
Q2 		$597K Buy
10,940
+175
+2% +$9.26K 0.01% 440
2021
Q1 		$544K Sell
10,765
-15
-0.1% -$754 0.01% 445
2020
Q4 		$530K Buy
10,780
+1,795
+20% +$84.7K 0.01% 408
2020
Q3 		$408K Buy
8,985
+710
+9% +$32.1K 0.01% 425
2020
Q2 		$357K Buy
8,275
+5
+0.1% +$211 0.01% 453
2020
Q1 		$311K Buy
8,270
+1,210
+17% +$49.8K 0.01% 439
2019
Q4 		$305K Hold
7,060
– – 0.01% 494
2019
Q3 		$267K Buy
7,060
+5
+0.1% +$192 0.01% 471
2019
Q2 		$275K Buy
7,055
+5
+0.1% +$189 0.01% 438
2019
Q1 		$273K Buy
7,050
+525
+8% +$19.9K 0.01% 408
2018
Q4 		$236K Sell
6,525
-30
-0.5% -$1.15K 0.01% 400
2018
Q3 		$266K Buy
+6,555
New +$253K 0.01% 389

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 40,250 shares — an estimated $2.49M sold.

Lincoln National Corp first reported a position in IYH in Q3 2018 and held it in 23 quarters. The position peaked at $2.49M in Q1 2024. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 40,250 iShares US Healthcare ETF shares in Q2 2024, an estimated $2.49M.
  • Lincoln National Corp first reported a position in iShares US Healthcare ETF in Q3 2018 and held it in 23 quarters.
  • Lincoln National Corp's iShares US Healthcare ETF position peaked at $2.49M in Q1 2024.
  • 493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

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