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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-4,518	Closed	-$221K	–	551
2017 Q3	$221K	Sell	4,518 -558	-11%	-$26.2K	0.01%	474
2017 Q2	$238K	Buy	5,076 +828	+19%	+$39K	0.02%	433
2017 Q1	$202K	Buy	+4,248	New	+$205K	0.02%	468

Other funds holding ISCV

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Voya Financial Advisors's ISCV Position: Q4 2017 in Review

Voya Financial Advisors sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2017, closing a stake of 4,518 shares — an estimated $221K sold.

Voya Financial Advisors first reported a position in ISCV in Q1 2017 and held it in 3 quarters. The position peaked at $238K in Q2 2017. 84 funds tracked by Wall St. Rank hold ISCV as of Q4 2017.

Voya Financial Advisors reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2017 after selling out during the quarter.
Voya Financial Advisors sold 4,518 iShares Morningstar Small-Cap Value ETF shares in Q4 2017, an estimated $221K.
Voya Financial Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2017 and held it in 3 quarters.
Voya Financial Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $238K in Q2 2017.
84 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2017.

Based on Voya Financial Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.