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Voya Financial Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Voya Financial Advisors’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-17,064
Closed -$735K – 601
2020
Q2 		$735K Hold
17,064
– – 0.04% 292
2020
Q1 		$634K Sell
17,064
-1,260
-7% -$55.2K 0.04% 303
2019
Q4 		$843K Sell
18,324
-2,440
-12% -$107K 0.04% 296
2019
Q3 		$866K Buy
20,764
+1,140
+6% +$47.4K 0.05% 271
2019
Q2 		$806K Buy
19,624
+2,596
+15% +$106K 0.04% 280
2019
Q1 		$677K Buy
17,028
+432
+3% +$16.6K 0.04% 289
2018
Q4 		$586K Buy
16,596
+588
+4% +$22.9K 0.04% 288
2018
Q3 		$674K Buy
16,008
+184
+1% +$7.52K 0.04% 292
2018
Q2 		$609K Hold
15,824
– – 0.04% 289
2018
Q1 		$600K Sell
15,824
-80
-0.5% -$3.2K 0.04% 293
2017
Q4 		$634K Sell
15,904
-176
-1% -$6.85K 0.04% 291
2017
Q3 		$605K Sell
16,080
-764
-5% -$28.4K 0.04% 286
2017
Q2 		$615K Buy
16,844
+228
+1% +$8.24K 0.04% 272
2017
Q1 		$589K Sell
16,616
-580
-3% -$20.1K 0.05% 263
2016
Q4 		$573K Sell
17,196
-5,720
-25% -$186K 0.05% 256
2016
Q3 		$730K Sell
22,916
-10,048
-30% -$320K 0.07% 191
2016
Q2 		$996K Buy
32,964
+136
+0.4% +$4.11K 0.12% 141
2016
Q1 		$980K Sell
32,828
-724
-2% -$20.6K 0.14% 130
2015
Q4 		$1.01M Sell
33,552
-13,984
-29% -$419K 0.15% 113
2015
Q3 		$1.31M Buy
47,536
+4,336
+10% +$129K 0.23% 77
2015
Q2 		$1.3M Sell
43,200
-39,124
-48% -$1.21M 0.23% 82
2015
Q1 		$2.52M Buy
+82,324
New +$2.52M 0.49% 52

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Voya Financial Advisors's ILCB Position: Q3 2020 in Review

Voya Financial Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q3 2020, closing a stake of 17,064 shares — an estimated $735K sold.

Voya Financial Advisors first reported a position in ILCB in Q1 2015 and held it in 22 quarters. The position peaked at $2.52M in Q1 2015. 114 funds tracked by Wall St. Rank hold ILCB as of Q3 2020.

  • Voya Financial Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 17,064 iShares Morningstar US Equity ETF shares in Q3 2020, an estimated $735K.
  • Voya Financial Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2015 and held it in 22 quarters.
  • Voya Financial Advisors's iShares Morningstar US Equity ETF position peaked at $2.52M in Q1 2015.
  • 114 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2020.

Based on Voya Financial Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.