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Voya Financial Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Voya Financial Advisors’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,495
Closed -$597K – 417
2021
Q1 		$597K Buy
10,495
+320
+3% +$18.7K 0.02% 385
2020
Q4 		$588K Sell
10,175
-1,600
-14% -$88.8K 0.03% 370
2020
Q3 		$624K Sell
11,775
-7,595
-39% -$391K 0.03% 323
2020
Q2 		$887K Sell
19,370
-125
-0.6% -$5.43K 0.05% 269
2020
Q1 		$734K Buy
19,495
+10,390
+114% +$434K 0.04% 280
2019
Q4 		$382K Sell
9,105
-335
-4% -$13.3K 0.02% 455
2019
Q3 		$359K Buy
9,440
+645
+7% +$25K 0.02% 449
2019
Q2 		$336K Buy
8,795
+335
+4% +$12.5K 0.02% 463
2019
Q1 		$307K Buy
8,460
+1,010
+14% +$35.1K 0.02% 476
2018
Q4 		$234K Buy
7,450
+1,925
+35% +$65.1K 0.02% 482
2018
Q3 		$206K Buy
+5,525
New +$200K 0.01% 564
2017
Q4 		– Sell
-7,895
Closed -$230K – 549
2017
Q3 		$230K Buy
+7,895
New +$227K 0.02% 466
2016
Q1 		– Sell
-21,085
Closed -$512K – 393
2015
Q4 		$512K Buy
+21,085
New +$511K 0.08% 192

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Voya Financial Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2021, closing a stake of 10,495 shares — an estimated $597K sold.

Voya Financial Advisors first reported a position in ILCG in Q4 2015 and held it in 13 quarters. The position peaked at $887K in Q2 2020. 177 funds tracked by Wall St. Rank hold ILCG as of Q2 2021.

  • Voya Financial Advisors reported no remaining iShares Morningstar Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 10,495 iShares Morningstar Growth ETF shares in Q2 2021, an estimated $597K.
  • Voya Financial Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2015 and held it in 13 quarters.
  • Voya Financial Advisors's iShares Morningstar Growth ETF position peaked at $887K in Q2 2020.
  • 177 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2021.

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