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Voya Financial Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Voya Financial Advisors’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-27,332
Closed -$1.02M – 604
2020
Q2 		$1.02M Sell
27,332
-2,824
-9% -$100K 0.05% 244
2020
Q1 		$951K Sell
30,156
-188
-0.6% -$7.9K 0.05% 233
2019
Q4 		$1.43M Sell
30,344
-2,896
-9% -$132K 0.07% 204
2019
Q3 		$1.45M Buy
33,240
+736
+2% +$31.9K 0.08% 181
2019
Q2 		$1.4M Buy
32,504
+804
+3% +$34.5K 0.07% 182
2019
Q1 		$1.34M Buy
31,700
+708
+2% +$29.4K 0.08% 186
2018
Q4 		$1.14M Buy
30,992
+496
+2% +$20.3K 0.08% 187
2018
Q3 		$1.38M Buy
30,496
+224
+0.7% +$10.2K 0.08% 201
2018
Q2 		$1.35M Buy
30,272
+1,740
+6% +$76.7K 0.09% 185
2018
Q1 		$1.19M Sell
28,532
-856
-3% -$37.2K 0.08% 204
2017
Q4 		$1.28M Sell
29,388
-216
-0.7% -$9.14K 0.08% 203
2017
Q3 		$1.23M Buy
29,604
+828
+3% +$33.2K 0.08% 197
2017
Q2 		$1.16M Buy
28,776
+140
+0.5% +$5.59K 0.08% 182
2017
Q1 		$1.13M Buy
28,636
+664
+2% +$26.3K 0.09% 174
2016
Q4 		$1.1M Buy
27,972
+568
+2% +$21.2K 0.1% 174
2016
Q3 		$988K Sell
27,404
-248
-0.9% -$8.89K 0.1% 159
2016
Q2 		$919K Sell
27,652
-804
-3% -$27K 0.11% 156
2016
Q1 		$947K Sell
28,456
-1,096
-4% -$33.8K 0.13% 134
2015
Q4 		$961K Buy
29,552
+1,784
+6% +$59.1K 0.14% 119
2015
Q3 		$865K Buy
27,768
+4,304
+18% +$146K 0.16% 106
2015
Q2 		$837K Buy
23,464
+4,312
+23% +$155K 0.15% 115
2015
Q1 		$691K Buy
+19,152
New +$668K 0.13% 138

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
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 $71.6B AUM 21.08% 1-Year Est. Return

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

Voya Financial Advisors sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q3 2020, closing a stake of 27,332 shares — an estimated $1.02M sold.

Voya Financial Advisors first reported a position in ISCB in Q1 2015 and held it in 22 quarters. The position peaked at $1.45M in Q3 2019. 50 funds tracked by Wall St. Rank hold ISCB as of Q3 2020.

  • Voya Financial Advisors reported no remaining iShares Morningstar Small-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 27,332 iShares Morningstar Small-Cap ETF shares in Q3 2020, an estimated $1.02M.
  • Voya Financial Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q1 2015 and held it in 22 quarters.
  • Voya Financial Advisors's iShares Morningstar Small-Cap ETF position peaked at $1.45M in Q3 2019.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q3 2020.

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