LNC
LRGF icon

Lincoln National Corp’s iShares US Equity Factor ETF LRGF Stock Holding History

Lincoln National Corp’s Portfolio LRGF Stock Details LRGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,224
Closed -$604K – 691
2024
Q1 		$604K Buy
11,224
+28
+0.3% +$1.42K 0.01% 681
2023
Q4 		$541K Buy
11,196
+74
+0.7% +$3.33K 0.01% 647
2023
Q3 		$482K Hold
11,122
– – 0.01% 618
2023
Q2 		$496K Buy
11,122
+31
+0.3% +$1.31K 0.01% 610
2023
Q1 		$460K Buy
11,091
+39
+0.4% +$1.59K 0.01% 619
2022
Q4 		$431K Sell
11,052
-44
-0.4% -$1.72K 0.01% 576
2022
Q3 		$402K Buy
11,096
+534
+5% +$21.4K 0.01% 554
2022
Q2 		$400K Buy
10,562
+1,226
+13% +$50.4K 0.01% 539
2022
Q1 		$415K Buy
9,336
+4,573
+96% +$201K 0.01% 605
2021
Q4 		$222K Buy
+4,763
New +$213K ﹤0.01% 810

Other funds holding LRGF

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares US Equity Factor ETF (LRGF) in Q2 2024, closing a stake of 11,224 shares — an estimated $604K sold.

Lincoln National Corp first reported a position in LRGF in Q4 2021 and held it in 10 quarters. The position peaked at $604K in Q1 2024. 188 funds tracked by Wall St. Rank hold LRGF as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares US Equity Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 11,224 iShares US Equity Factor ETF shares in Q2 2024, an estimated $604K.
  • Lincoln National Corp first reported a position in iShares US Equity Factor ETF in Q4 2021 and held it in 10 quarters.
  • Lincoln National Corp's iShares US Equity Factor ETF position peaked at $604K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held iShares US Equity Factor ETF as of Q2 2024.

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