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Lincoln National Corp’s iShares US Industrials ETF IYJ Stock Holding History

Lincoln National Corp’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,688
Closed -$338K – 618
2024
Q1 		$338K Sell
2,688
-80
-3% -$9.45K 0.01% 902
2023
Q4 		$317K Sell
2,768
-15
-0.5% -$1.57K 0.01% 852
2023
Q3 		$281K Sell
2,783
-190
-6% -$20.2K 0.01% 820
2023
Q2 		$315K Sell
2,973
-703
-19% -$70.2K 0.01% 765
2023
Q1 		$368K Buy
3,676
+84
+2% +$8.4K 0.01% 693
2022
Q4 		$346K Buy
3,592
+64
+2% +$6.04K 0.01% 648
2022
Q3 		$295K Sell
3,528
-32
-0.9% -$3K 0.01% 665
2022
Q2 		$313K Sell
3,560
-709
-17% -$68.1K 0.01% 636
2022
Q1 		$450K Buy
4,269
+24
+0.6% +$2.53K 0.01% 571
2021
Q4 		$479K Sell
4,245
-496
-10% -$55K 0.01% 537
2021
Q3 		$508K Buy
4,741
+452
+11% +$50.7K 0.01% 491
2021
Q2 		$476K Buy
4,289
+397
+10% +$43.8K 0.01% 512
2021
Q1 		$412K Buy
+3,892
New +$391K 0.01% 510

Other funds holding IYJ

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares US Industrials ETF (IYJ) in Q2 2024, closing a stake of 2,688 shares — an estimated $338K sold.

Lincoln National Corp first reported a position in IYJ in Q1 2021 and held it in 13 quarters. The position peaked at $508K in Q3 2021. 291 funds tracked by Wall St. Rank hold IYJ as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares US Industrials ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 2,688 iShares US Industrials ETF shares in Q2 2024, an estimated $338K.
  • Lincoln National Corp first reported a position in iShares US Industrials ETF in Q1 2021 and held it in 13 quarters.
  • Lincoln National Corp's iShares US Industrials ETF position peaked at $508K in Q3 2021.
  • 291 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2024.

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