Lincoln National Corp’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,167
| Closed | -$644K | – | 620 |
|
|
2024
Q1 | $644K | Buy |
7,167
+131
| +2% | +$11.8K | 0.01% | 655 |
|
|
2023
Q4 | $643K | Sell |
7,036
-51
| -0.7% | -$4.66K | 0.01% | 587 |
|
|
2023
Q3 | $554K | Sell |
7,087
-97
| -1% | -$7.58K | 0.01% | 571 |
|
|
2023
Q2 | $622K | Buy |
7,184
+270
| +4% | +$23.4K | 0.01% | 524 |
|
|
2023
Q1 | $587K | Sell |
6,914
-874
| -11% | -$74.2K | 0.01% | 529 |
|
|
2022
Q4 | $656K | Sell |
7,788
-1,615
| -17% | -$136K | 0.01% | 459 |
|
|
2022
Q3 | $766K | Sell |
9,403
-2,814
| -23% | -$229K | 0.02% | 385 |
|
|
2022
Q2 | $1.12M | Buy |
12,217
+3,950
| +48% | +$363K | 0.03% | 325 |
|
|
2022
Q1 | $895K | Sell |
8,267
-214
| -3% | -$23.2K | 0.02% | 373 |
|
|
2021
Q4 | $985K | Buy |
8,481
+1,666
| +24% | +$193K | 0.02% | 350 |
|
|
2021
Q3 | $697K | Sell |
6,815
-32
| -0.5% | -$3.27K | 0.02% | 416 |
|
|
2021
Q2 | $698K | Buy |
6,847
+170
| +3% | +$17.3K | 0.02% | 400 |
|
|
2021
Q1 | $614K | Sell |
6,677
-517
| -7% | -$47.5K | 0.02% | 412 |
|
|
2020
Q4 | $616K | Sell |
7,194
-505
| -7% | -$43.2K | 0.02% | 382 |
|
|
2020
Q3 | $615K | Sell |
7,699
-1,559
| -17% | -$125K | 0.02% | 340 |
|
|
2020
Q2 | $730K | Sell |
9,258
-376
| -4% | -$29.6K | 0.02% | 301 |
|
|
2020
Q1 | $670K | Sell |
9,634
-3,633
| -27% | -$253K | 0.03% | 280 |
|
|
2019
Q4 | $1.24M | Buy |
+13,267
| New | +$1.24M | 0.04% | 220 |
|
|
2018
Q4 | – | Sell |
-3,005
| Closed | -$240K | – | 502 |
|
|
2018
Q3 | $240K | Buy |
3,005
+151
| +5% | +$12.1K | 0.01% | 414 |
|
|
2018
Q2 | $230K | Buy |
+2,854
| New | +$230K | 0.01% | 421 |
|
|
2018
Q1 | – | Sell |
-2,829
| Closed | -$229K | – | 558 |
|
|
2017
Q4 | $229K | Buy |
+2,829
| New | +$229K | 0.01% | 568 |
|
|
2017
Q1 | – | Sell |
-8,835
| Closed | -$680K | – | 347 |
|
|
2016
Q4 | $680K | Buy |
+8,835
| New | +$680K | 0.04% | 151 |
|