Voya Financial Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,573	Closed	-$433K	–	258
2022 Q1	$433K	Buy	+5,573	New	+$419K	0.05%	170
2021 Q2	–	Sell	-50,538	Closed	-$3.25M	–	430
2021 Q1	$3.25M	Buy	50,538 +2,231	+5%	+$144K	0.13%	141
2020 Q4	$3.07M	Sell	48,307 -2,049	-4%	-$124K	0.13%	134
2020 Q3	$2.89M	Sell	50,356 -100,128	-67%	-$5.67M	0.14%	112
2020 Q2	$7.68M	Buy	150,484 +10,032	+7%	+$481K	0.4%	44
2020 Q1	$5.88M	Buy	140,452 +17,952	+15%	+$849K	0.33%	52
2019 Q4	$5.92M	Sell	122,500 -5,816	-5%	-$270K	0.29%	66
2019 Q3	$5.75M	Sell	128,316 -27,996	-18%	-$1.27M	0.31%	62
2019 Q2	$6.98M	Sell	156,312 -16,080	-9%	-$707K	0.37%	55
2019 Q1	$7.38M	Buy	172,392 +74,608	+76%	+$3.06M	0.43%	49
2018 Q4	$3.65M	Sell	97,784 -15,432	-14%	-$625K	0.24%	85
2018 Q3	$5.01M	Sell	113,216 -5,172	-4%	-$222K	0.29%	67
2018 Q2	$4.81M	Sell	118,388 -31,340	-21%	-$1.26M	0.31%	66
2018 Q1	$5.71M	Buy	149,728 +12,232	+9%	+$488K	0.38%	55
2017 Q4	$5.28M	Sell	137,496 -25,652	-16%	-$958K	0.34%	63
2017 Q3	$5.82M	Sell	163,148 -76,136	-32%	-$2.68M	0.39%	52
2017 Q2	$8.17M	Buy	239,284 +98,380	+70%	+$3.33M	0.58%	37
2017 Q1	$4.63M	Buy	140,904 +71,688	+104%	+$2.3M	0.36%	62
2016 Q4	$2.12M	Sell	69,216 -13,188	-16%	-$398K	0.19%	113
2016 Q3	$2.49M	Sell	82,404 -28,856	-26%	-$875K	0.25%	80
2016 Q2	$3.2M	Buy	111,260 +48,996	+79%	+$1.42M	0.37%	52
2016 Q1	$1.81M	Buy	62,264 +9,184	+17%	+$253K	0.25%	75
2015 Q4	$1.55M	Buy	53,080 +22,780	+75%	+$662K	0.23%	78
2015 Q3	$800K	Buy	30,300 +1,600	+6%	+$45.5K	0.14%	114
2015 Q2	$814K	Sell	28,700 -186,804	-87%	-$5.41M	0.14%	117
2015 Q1	$6.2M	Buy	+215,504	New	+$6.12M	1.21%	21

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Voya Financial Advisors's IVW Position: Q2 2022 in Review

Voya Financial Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2022, closing a stake of 5,573 shares — an estimated $433K sold.

Voya Financial Advisors first reported a position in IVW in Q1 2015 and held it in 26 quarters. The position peaked at $8.17M in Q2 2017. 1,208 funds tracked by Wall St. Rank hold IVW as of Q2 2022.

Voya Financial Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2022 after selling out during the quarter.
Voya Financial Advisors sold 5,573 iShares S&P 500 Growth ETF shares in Q2 2022, an estimated $433K.
Voya Financial Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2015 and held it in 26 quarters.
Voya Financial Advisors's iShares S&P 500 Growth ETF position peaked at $8.17M in Q2 2017.
1,208 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2022.

Based on Voya Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.