LNC
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Lincoln National Corp’s iShares US Consumer Staples ETF IYK Stock Holding History

Lincoln National Corp’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-28,737
Closed -$1.94M – 619
2024
Q1 		$1.94M Buy
28,737
+417
+1% +$27.2K 0.03% 338
2023
Q4 		$1.81M Sell
28,320
-720
-2% -$44.8K 0.03% 312
2023
Q3 		$1.81M Buy
29,040
+8,955
+45% +$592K 0.04% 271
2023
Q2 		$1.34M Buy
20,085
+2,916
+17% +$196K 0.03% 341
2023
Q1 		$1.14M Buy
17,169
+4,134
+32% +$271K 0.02% 351
2022
Q4 		$881K Buy
13,035
+585
+5% +$38.5K 0.02% 385
2022
Q3 		$747K Sell
12,450
-390
-3% -$25.6K 0.02% 391
2022
Q2 		$835K Buy
12,840
+3,249
+34% +$218K 0.02% 369
2022
Q1 		$641K Sell
9,591
-105
-1% -$6.99K 0.01% 456
2021
Q4 		$647K Buy
9,696
+60
+0.6% +$3.76K 0.01% 450
2021
Q3 		$577K Buy
9,636
+42
+0.4% +$2.59K 0.01% 457
2021
Q2 		$588K Buy
9,594
+2,181
+29% +$131K 0.01% 442
2021
Q1 		$437K Sell
7,413
-354
-5% -$20.7K 0.01% 500
2020
Q4 		$449K Buy
7,767
+954
+14% +$50.6K 0.01% 443
2020
Q3 		$339K Buy
+6,813
New +$325K 0.01% 479
2018
Q3 		– Sell
-5,496
Closed -$216K – 507
2018
Q2 		$216K Sell
5,496
-384
-7% -$14.9K 0.01% 437
2018
Q1 		$233K Buy
+5,880
New +$243K 0.01% 422

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares US Consumer Staples ETF (IYK) in Q2 2024, closing a stake of 28,737 shares — an estimated $1.94M sold.

Lincoln National Corp first reported a position in IYK in Q1 2018 and held it in 17 quarters. The position peaked at $1.94M in Q1 2024. 232 funds tracked by Wall St. Rank hold IYK as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares US Consumer Staples ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 28,737 iShares US Consumer Staples ETF shares in Q2 2024, an estimated $1.94M.
  • Lincoln National Corp first reported a position in iShares US Consumer Staples ETF in Q1 2018 and held it in 17 quarters.
  • Lincoln National Corp's iShares US Consumer Staples ETF position peaked at $1.94M in Q1 2024.
  • 232 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2024.

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