Voya Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-13,535	Closed	-$1.92M	–	429
2021 Q1	$1.92M	Buy	13,535 +11,428	+542%	+$1.54M	0.08%	213
2020 Q4	$268K	Sell	2,107 -832	-28%	-$101K	0.01%	548
2020 Q3	$328K	Sell	2,939 -1,504	-34%	-$170K	0.02%	442
2020 Q2	$475K	Sell	4,443 -33,881	-88%	-$3.59M	0.03%	374
2020 Q1	$3.75M	Buy	38,324 +9,323	+32%	+$1.11M	0.21%	78
2019 Q4	$3.76M	Buy	29,001 +21,303	+277%	+$2.65M	0.19%	98
2019 Q3	$913K	Sell	7,698 -28,644	-79%	-$3.36M	0.05%	259
2019 Q2	$4.21M	Sell	36,342 -5,432	-13%	-$622K	0.22%	84
2019 Q1	$4.68M	Buy	41,774 +30,216	+261%	+$3.32M	0.27%	77
2018 Q4	$1.16M	Sell	11,558 -6,384	-36%	-$698K	0.08%	185
2018 Q3	$2.08M	Sell	17,942 -597	-3%	-$68.5K	0.12%	140
2018 Q2	$2.04M	Sell	18,539 -695	-4%	-$77K	0.13%	137
2018 Q1	$2.08M	Sell	19,234 -597	-3%	-$68.2K	0.14%	140
2017 Q4	$2.27M	Buy	19,831 +912	+5%	+$101K	0.15%	142
2017 Q3	$2.04M	Buy	18,919 +187	+1%	+$19.8K	0.14%	142
2017 Q2	$1.96M	Sell	18,732 -17,292	-48%	-$1.8M	0.14%	135
2017 Q1	$3.74M	Sell	36,024 -5,956	-14%	-$619K	0.29%	73
2016 Q4	$4.26M	Buy	41,980 +26,746	+176%	+$2.61M	0.37%	55
2016 Q3	$1.43M	Buy	15,234 +4,198	+38%	+$400K	0.15%	121
2016 Q2	$1.01M	Sell	11,036 -196	-2%	-$17.9K	0.12%	138
2016 Q1	$1.01M	Buy	+11,232	New	+$958K	0.14%	125

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

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

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

Voya Financial Advisors sold out of iShares S&P 500 Value ETF (IVE) in Q2 2021, closing a stake of 13,535 shares — an estimated $1.92M sold.

Voya Financial Advisors first reported a position in IVE in Q1 2016 and held it in 21 quarters. The position peaked at $4.68M in Q1 2019. 931 funds tracked by Wall St. Rank hold IVE as of Q2 2021.

Voya Financial Advisors reported no remaining iShares S&P 500 Value ETF position as of Q2 2021 after selling out during the quarter.
Voya Financial Advisors sold 13,535 iShares S&P 500 Value ETF shares in Q2 2021, an estimated $1.92M.
Voya Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2016 and held it in 21 quarters.
Voya Financial Advisors's iShares S&P 500 Value ETF position peaked at $4.68M in Q1 2019.
931 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2021.

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