LNC
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Lincoln National Corp’s iShares Russell 2500 ETF SMMD Stock Holding History

Lincoln National Corp’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-29,300
Closed -$1.92M – 962
2024
Q1 		$1.92M Sell
29,300
-453
-2% -$28K 0.03% 343
2023
Q4 		$1.83M Buy
29,753
+1,956
+7% +$108K 0.03% 307
2023
Q3 		$1.52M Sell
27,797
-21
-0.1% -$1.21K 0.03% 310
2023
Q2 		$1.6M Sell
27,818
-3,647
-12% -$199K 0.03% 305
2023
Q1 		$1.72M Sell
31,465
-164
-0.5% -$9.21K 0.04% 271
2022
Q4 		$1.68M Sell
31,629
-4,277
-12% -$230K 0.04% 255
2022
Q3 		$1.79M Sell
35,906
-12,657
-26% -$699K 0.04% 227
2022
Q2 		$2.51M Buy
48,563
+20,397
+72% +$1.15M 0.06% 177
2022
Q1 		$1.76M Buy
28,166
+1,857
+7% +$114K 0.04% 249
2021
Q4 		$1.75M Buy
26,309
+332
+1% +$22.1K 0.04% 241
2021
Q3 		$1.67M Sell
25,977
-134
-0.5% -$8.73K 0.04% 234
2021
Q2 		$1.73M Sell
26,111
-219
-0.8% -$14.2K 0.04% 226
2021
Q1 		$1.66M Sell
26,330
-140
-0.5% -$8.66K 0.04% 217
2020
Q4 		$1.5M Sell
26,470
-652
-2% -$33.5K 0.04% 215
2020
Q3 		$1.21M Sell
27,122
-45
-0.2% -$2.01K 0.04% 220
2020
Q2 		$1.15M Buy
27,167
+254
+0.9% +$9.93K 0.04% 218
2020
Q1 		$905K Buy
26,913
+21,258
+376% +$930K 0.03% 228
2019
Q4 		$272K Buy
+5,655
New +$261K 0.01% 518

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Russell 2500 ETF (SMMD) in Q2 2024, closing a stake of 29,300 shares — an estimated $1.92M sold.

Lincoln National Corp first reported a position in SMMD in Q4 2019 and held it in 18 quarters. The position peaked at $2.51M in Q2 2022. 164 funds tracked by Wall St. Rank hold SMMD as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares Russell 2500 ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 29,300 iShares Russell 2500 ETF shares in Q2 2024, an estimated $1.92M.
  • Lincoln National Corp first reported a position in iShares Russell 2500 ETF in Q4 2019 and held it in 18 quarters.
  • Lincoln National Corp's iShares Russell 2500 ETF position peaked at $2.51M in Q2 2022.
  • 164 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2024.

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