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Lincoln National Corp’s iShares US Real Estate ETF IYR Stock Holding History

Lincoln National Corp’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,167
Closed -$644K – 620
2024
Q1 		$644K Buy
7,167
+131
+2% +$11.6K 0.01% 655
2023
Q4 		$643K Sell
7,036
-51
-0.7% -$4.17K 0.01% 587
2023
Q3 		$554K Sell
7,087
-97
-1% -$8.27K 0.01% 571
2023
Q2 		$622K Buy
7,184
+270
+4% +$22.7K 0.01% 524
2023
Q1 		$587K Sell
6,914
-874
-11% -$76.5K 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% -$266K 0.02% 385
2022
Q2 		$1.12M Buy
12,217
+3,950
+48% +$394K 0.03% 325
2022
Q1 		$895K Sell
8,267
-214
-3% -$22.6K 0.02% 373
2021
Q4 		$985K Buy
8,481
+1,666
+24% +$183K 0.02% 350
2021
Q3 		$697K Sell
6,815
-32
-0.5% -$3.4K 0.02% 416
2021
Q2 		$698K Buy
6,847
+170
+3% +$16.9K 0.02% 400
2021
Q1 		$614K Sell
6,677
-517
-7% -$45.4K 0.02% 412
2020
Q4 		$616K Sell
7,194
-505
-7% -$42K 0.02% 382
2020
Q3 		$615K Sell
7,699
-1,559
-17% -$126K 0.02% 340
2020
Q2 		$730K Sell
9,258
-376
-4% -$28.5K 0.02% 301
2020
Q1 		$670K Sell
9,634
-3,633
-27% -$322K 0.03% 280
2019
Q4 		$1.24M Buy
+13,267
New +$1.23M 0.04% 220
2018
Q4 		– Sell
-3,005
Closed -$240K – 502
2018
Q3 		$240K Buy
3,005
+151
+5% +$12.3K 0.01% 414
2018
Q2 		$230K Buy
+2,854
New +$220K 0.01% 421
2018
Q1 		– Sell
-2,829
Closed -$229K – 558
2017
Q4 		$229K Buy
+2,829
New +$230K 0.01% 568
2017
Q1 		– Sell
-8,835
Closed -$680K – 348
2016
Q4 		$680K Buy
+8,835
New +$671K 0.04% 151

Other funds holding IYR

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares US Real Estate ETF (IYR) in Q2 2024, closing a stake of 7,167 shares — an estimated $644K sold.

Lincoln National Corp first reported a position in IYR in Q4 2016 and held it in 22 quarters. The position peaked at $1.24M in Q4 2019. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 7,167 iShares US Real Estate ETF shares in Q2 2024, an estimated $644K.
  • Lincoln National Corp first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 22 quarters.
  • Lincoln National Corp's iShares US Real Estate ETF position peaked at $1.24M in Q4 2019.
  • 463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.

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