Lincoln National Corp’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Lincoln National Corp’s Portfolio SMLF Stock Details SMLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,949	Closed	-$216K	–	930
2022 Q1	$216K	Buy	3,949 +1	+0%	+$54	﹤0.01%	839
2021 Q4	$226K	Buy	3,948 +7	+0.2%	+$396	﹤0.01%	800
2021 Q3	$212K	Buy	3,941 +3	+0.1%	+$164	﹤0.01%	808
2021 Q2	$216K	Sell	3,938 -48	-1%	-$2.59K	﹤0.01%	787
2021 Q1	$209K	Buy	+3,986	New	+$201K	0.01%	748
2019 Q2	–	Sell	-108,624	Closed	-$4.36M	–	583
2019 Q1	$4.36M	Buy	+108,624	New	+$4.31M	0.18%	63

Other funds holding SMLF

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Lincoln National Corp's SMLF Position: Q2 2022 in Review

Lincoln National Corp sold out of iShares US Small Cap Equity Factor ETF (SMLF) in Q2 2022, closing a stake of 3,949 shares — an estimated $216K sold.

Lincoln National Corp first reported a position in SMLF in Q1 2019 and held it in 6 quarters. The position peaked at $4.36M in Q1 2019. 90 funds tracked by Wall St. Rank hold SMLF as of Q2 2022.

Lincoln National Corp reported no remaining iShares US Small Cap Equity Factor ETF position as of Q2 2022 after selling out during the quarter.
Lincoln National Corp sold 3,949 iShares US Small Cap Equity Factor ETF shares in Q2 2022, an estimated $216K.
Lincoln National Corp first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2019 and held it in 6 quarters.
Lincoln National Corp's iShares US Small Cap Equity Factor ETF position peaked at $4.36M in Q1 2019.
90 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q2 2022.

Based on Lincoln National Corp's 13F filing for Q2 2022, filed 2 Aug 2022.