VFA
IUSG icon

Voya Financial Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Voya Financial Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,408
Closed -$306K – 428
2021
Q1 		$306K Buy
3,408
+80
+2% +$7.21K 0.01% 534
2020
Q4 		$294K Sell
3,328
-50
-1% -$4.21K 0.01% 517
2020
Q3 		$268K Hold
3,378
– – 0.01% 500
2020
Q2 		$239K Sell
3,378
-348
-9% -$23.1K 0.01% 517
2020
Q1 		$216K Buy
3,726
+89
+2% +$5.86K 0.01% 515
2019
Q4 		$246K Sell
3,637
-303
-8% -$19.6K 0.01% 554
2019
Q3 		$247K Sell
3,940
-480
-11% -$30.4K 0.01% 538
2019
Q2 		$276K Sell
4,420
-782
-15% -$48.1K 0.01% 510
2019
Q1 		$312K Sell
5,202
-2,131
-29% -$122K 0.02% 473
2018
Q4 		$382K Sell
7,333
-798
-10% -$45.2K 0.03% 383
2018
Q3 		$505K Buy
8,131
+1,870
+30% +$113K 0.03% 353
2018
Q2 		$358K Buy
6,261
+444
+8% +$25.1K 0.02% 397
2018
Q1 		$313K Sell
5,817
-807
-12% -$45.3K 0.02% 416
2017
Q4 		$358K Sell
6,624
-989
-13% -$52K 0.02% 387
2017
Q3 		$382K Buy
7,613
+924
+14% +$45.8K 0.03% 351
2017
Q2 		$322K Buy
6,689
+1,351
+25% +$64.5K 0.02% 376
2017
Q1 		$247K Buy
+5,338
New +$242K 0.02% 416

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Voya Financial Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2021, closing a stake of 3,408 shares — an estimated $306K sold.

Voya Financial Advisors first reported a position in IUSG in Q1 2017 and held it in 17 quarters. The position peaked at $505K in Q3 2018. 459 funds tracked by Wall St. Rank hold IUSG as of Q2 2021.

  • Voya Financial Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 3,408 iShares Core S&P US Growth ETF shares in Q2 2021, an estimated $306K.
  • Voya Financial Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2017 and held it in 17 quarters.
  • Voya Financial Advisors's iShares Core S&P US Growth ETF position peaked at $505K in Q3 2018.
  • 459 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2021.

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