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Voya Financial Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Voya Financial Advisors’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-12,569
Closed -$894K – 272
2021
Q4 		$894K Sell
12,569
-704
-5% -$49.3K 0.1% 106
2021
Q3 		$893K Sell
13,273
-29
-0.2% -$1.97K 0.11% 97
2021
Q2 		$892K Sell
13,302
-326
-2% -$21.4K 0.12% 98
2021
Q1 		$851K Sell
13,628
-704
-5% -$43K 0.03% 312
2020
Q4 		$836K Sell
14,332
-248
-2% -$13.6K 0.04% 296
2020
Q3 		$727K Sell
14,580
-18,144
-55% -$897K 0.04% 300
2020
Q2 		$1.48M Sell
32,724
-5,696
-15% -$248K 0.08% 195
2020
Q1 		$1.49M Sell
38,420
-3,224
-8% -$156K 0.08% 168
2019
Q4 		$2.18M Sell
41,644
-1,496
-3% -$75.9K 0.11% 143
2019
Q3 		$2.12M Buy
43,140
+2,872
+7% +$140K 0.11% 136
2019
Q2 		$1.93M Buy
40,268
+1,012
+3% +$48.4K 0.1% 150
2019
Q1 		$1.83M Sell
39,256
-20,384
-34% -$921K 0.11% 154
2018
Q4 		$2.39M Sell
59,640
-140
-0.2% -$6.14K 0.16% 121
2018
Q3 		$2.82M Sell
59,780
-9,100
-13% -$432K 0.16% 118
2018
Q2 		$3.15M Sell
68,880
-2,052
-3% -$94K 0.21% 103
2018
Q1 		$3.18M Sell
70,932
-2,104
-3% -$98K 0.21% 101
2017
Q4 		$3.41M Buy
73,036
+3,504
+5% +$158K 0.22% 102
2017
Q3 		$3.03M Buy
69,532
+10,552
+18% +$450K 0.2% 105
2017
Q2 		$2.48M Sell
58,980
-660
-1% -$27.8K 0.18% 117
2017
Q1 		$2.48M Buy
59,640
+5,184
+10% +$213K 0.19% 108
2016
Q4 		$2.15M Buy
54,456
+12,476
+30% +$481K 0.19% 109
2016
Q3 		$1.61M Sell
41,980
-10,500
-20% -$406K 0.16% 112
2016
Q2 		$1.93M Sell
52,480
-3,740
-7% -$138K 0.23% 85
2016
Q1 		$2.04M Buy
56,220
+3,200
+6% +$109K 0.28% 66
2015
Q4 		$1.91M Buy
53,020
+4,748
+10% +$173K 0.28% 68
2015
Q3 		$1.63M Buy
48,272
+692
+1% +$25.5K 0.29% 63
2015
Q2 		$1.79M Sell
47,580
-784
-2% -$30.2K 0.32% 62
2015
Q1 		$1.87M Buy
+48,364
New +$1.81M 0.36% 68

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Voya Financial Advisors's IMCB Position: Q1 2022 in Review

Voya Financial Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2022, closing a stake of 12,569 shares — an estimated $894K sold.

Voya Financial Advisors first reported a position in IMCB in Q1 2015 and held it in 28 quarters. The position peaked at $3.41M in Q4 2017. 148 funds tracked by Wall St. Rank hold IMCB as of Q1 2022.

  • Voya Financial Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Voya Financial Advisors sold 12,569 iShares Morningstar Mid-Cap ETF shares in Q1 2022, an estimated $894K.
  • Voya Financial Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2015 and held it in 28 quarters.
  • Voya Financial Advisors's iShares Morningstar Mid-Cap ETF position peaked at $3.41M in Q4 2017.
  • 148 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2022.

Based on Voya Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.