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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-12,864	Closed	-$798K	–	418
2021 Q1	$798K	Buy	12,864 +600	+5%	+$38.9K	0.03%	319
2020 Q4	$782K	Buy	12,264 +1,656	+16%	+$97.7K	0.03%	312
2020 Q3	$566K	Buy	10,608 +6,246	+143%	+$326K	0.03%	345
2020 Q2	$209K	Buy	+4,362	New	+$192K	0.01%	560
2020 Q1	–	Sell	-10,884	Closed	-$475K	–	605
2019 Q4	$475K	Sell	10,884 -38,838	-78%	-$1.63M	0.02%	405
2019 Q3	$2M	Sell	49,722 -1,968	-4%	-$82.1K	0.11%	143
2019 Q2	$2.15M	Buy	51,690 +21,510	+71%	+$868K	0.11%	134
2019 Q1	$1.17M	Buy	+30,180	New	+$1.11M	0.07%	208
2015 Q3	–	Sell	-73,980	Closed	-$2.02M	–	337
2015 Q2	$2.02M	Buy	+73,980	New	+$2.06M	0.36%	49

Other funds holding IMCG

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

Voya Financial Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2021, closing a stake of 12,864 shares — an estimated $798K sold.

Voya Financial Advisors first reported a position in IMCG in Q2 2015 and held it in 9 quarters. The position peaked at $2.15M in Q2 2019. 184 funds tracked by Wall St. Rank hold IMCG as of Q2 2021.

Voya Financial Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Voya Financial Advisors sold 12,864 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2021, an estimated $798K.
Voya Financial Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2015 and held it in 9 quarters.
Voya Financial Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $2.15M in Q2 2019.
184 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2021.

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