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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-10,899	Closed	-$398K	–	615
2020 Q1	$398K	Buy	10,899 +972	+10%	+$48.1K	0.02%	387
2019 Q4	$556K	Sell	9,927 -498	-5%	-$27.1K	0.03%	376
2019 Q3	$554K	Buy	10,425 +2,736	+36%	+$144K	0.03%	368
2019 Q2	$399K	Buy	7,689 +336	+5%	+$17.5K	0.02%	433
2019 Q1	$380K	Buy	+7,353	New	+$374K	0.02%	424

Other funds holding IMCV

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Voya Financial Advisors's IMCV Position: Q2 2020 in Review

Voya Financial Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2020, closing a stake of 10,899 shares — an estimated $398K sold.

Voya Financial Advisors first reported a position in IMCV in Q1 2019 and held it in 5 quarters. The position peaked at $556K in Q4 2019. 72 funds tracked by Wall St. Rank hold IMCV as of Q2 2020.

Voya Financial Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Voya Financial Advisors sold 10,899 iShares Morningstar Mid-Cap Value ETF shares in Q2 2020, an estimated $398K.
Voya Financial Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2019 and held it in 5 quarters.
Voya Financial Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $556K in Q4 2019.
72 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2020.

Based on Voya Financial Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.