LNC
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Lincoln National Corp’s iShares US Technology ETF IYW Stock Holding History

Lincoln National Corp’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16,375
Closed -$2.21M – 622
2024
Q1 		$2.21M Buy
16,375
+4,623
+39% +$602K 0.03% 310
2023
Q4 		$1.44M Buy
11,752
+2,526
+27% +$286K 0.03% 366
2023
Q3 		$968K Buy
9,226
+72
+0.8% +$7.83K 0.02% 417
2023
Q2 		$997K Buy
9,154
+3,603
+65% +$354K 0.02% 414
2023
Q1 		$515K Buy
5,551
+1,308
+31% +$110K 0.01% 575
2022
Q4 		$316K Sell
4,243
-197
-4% -$15.1K 0.01% 688
2022
Q3 		$326K Buy
4,440
+867
+24% +$73.5K 0.01% 623
2022
Q2 		$286K Sell
3,573
-37
-1% -$3.27K 0.01% 675
2022
Q1 		$372K Buy
3,610
+1,067
+42% +$109K 0.01% 648
2021
Q4 		$292K Buy
2,543
+203
+9% +$22.5K 0.01% 719
2021
Q3 		$237K Sell
2,340
-464
-17% -$48.4K 0.01% 774
2021
Q2 		$279K Sell
2,804
-125
-4% -$11.7K 0.01% 695
2021
Q1 		$257K Buy
2,929
+44
+2% +$3.85K 0.01% 677
2020
Q4 		$245K Sell
2,885
-21,387
-88% -$1.71M 0.01% 640
2020
Q3 		$1.83M Buy
24,272
+928
+4% +$67.8K 0.05% 173
2020
Q2 		$1.57M Sell
23,344
-1,236
-5% -$74.6K 0.05% 183
2020
Q1 		$1.26M Buy
24,580
+1,352
+6% +$78.4K 0.05% 177
2019
Q4 		$1.35M Buy
23,228
+36
+0.2% +$1.96K 0.04% 208
2019
Q3 		$1.18M Buy
23,192
+324
+1% +$16.5K 0.04% 197
2019
Q2 		$1.13M Sell
22,868
-344
-1% -$16.8K 0.04% 189
2019
Q1 		$1.11M Sell
23,212
-6,620
-22% -$294K 0.05% 186
2018
Q4 		$1.19M Sell
29,832
-16,304
-35% -$706K 0.05% 147
2018
Q3 		$2.24M Buy
46,136
+11,324
+33% +$535K 0.08% 95
2018
Q2 		$1.55M Buy
34,812
+12,316
+55% +$545K 0.06% 118
2018
Q1 		$946K Buy
+22,496
New +$969K 0.03% 165

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares US Technology ETF (IYW) in Q2 2024, closing a stake of 16,375 shares — an estimated $2.21M sold.

Lincoln National Corp first reported a position in IYW in Q1 2018 and held it in 25 quarters. The position peaked at $2.24M in Q3 2018. 1,032 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares US Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 16,375 iShares US Technology ETF shares in Q2 2024, an estimated $2.21M.
  • Lincoln National Corp first reported a position in iShares US Technology ETF in Q1 2018 and held it in 25 quarters.
  • Lincoln National Corp's iShares US Technology ETF position peaked at $2.24M in Q3 2018.
  • 1,032 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

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