Voya Financial Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Voya Financial Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,978	Closed	-$305K	–	414
2021 Q1	$305K	Sell	2,978 -82	-3%	-$7.83K	0.01%	536
2020 Q4	$264K	Sell	3,060 -1,300	-30%	-$102K	0.01%	552
2020 Q3	$292K	Hold	4,360	–	–	0.01%	478
2020 Q2	$286K	Buy	4,360 +314	+8%	+$19.7K	0.02%	478
2020 Q1	$224K	Sell	4,046 -2,010	-33%	-$151K	0.01%	506
2019 Q4	$516K	Buy	6,056 +2,080	+52%	+$171K	0.03%	386
2019 Q3	$316K	Sell	3,976 -72	-2%	-$5.67K	0.02%	475
2019 Q2	$320K	Buy	4,048 +318	+9%	+$25.2K	0.02%	473
2019 Q1	$292K	Sell	3,730 -3,050	-45%	-$236K	0.02%	485
2018 Q4	$465K	Buy	6,780 +2,760	+69%	+$211K	0.03%	343
2018 Q3	$335K	Sell	4,020 -744	-16%	-$62.1K	0.02%	459
2018 Q2	$386K	Buy	4,764 +150	+3%	+$12K	0.03%	377
2018 Q1	$352K	Sell	4,614 -124	-3%	-$9.83K	0.02%	392
2017 Q4	$381K	Sell	4,738 -182	-4%	-$14.2K	0.02%	370
2017 Q3	$375K	Hold	4,920	–	–	0.03%	353
2017 Q2	$365K	Sell	4,920 -70,154	-93%	-$5.18M	0.03%	357
2017 Q1	$5.54M	Buy	75,074 +43,824	+140%	+$3.25M	0.43%	49
2016 Q4	$2.28M	Buy	31,250 +12,014	+62%	+$831K	0.2%	103
2016 Q3	$1.27M	Buy	19,236 +3,328	+21%	+$220K	0.13%	135
2016 Q2	$998K	Buy	15,908 +10,482	+193%	+$660K	0.12%	140
2016 Q1	$336K	Buy	+5,426	New	+$308K	0.05%	255

Other funds holding IJJ

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Voya Financial Advisors's IJJ Position: Q2 2021 in Review

Voya Financial Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2021, closing a stake of 2,978 shares — an estimated $305K sold.

Voya Financial Advisors first reported a position in IJJ in Q1 2016 and held it in 21 quarters. The position peaked at $5.54M in Q1 2017. 607 funds tracked by Wall St. Rank hold IJJ as of Q2 2021.

Voya Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2021 after selling out during the quarter.
Voya Financial Advisors sold 2,978 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2021, an estimated $305K.
Voya Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2016 and held it in 21 quarters.
Voya Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $5.54M in Q1 2017.
607 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.