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Voya Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Voya Financial Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,761
Closed -$1.94M – 432
2021
Q1 		$1.94M Sell
12,761
-177
-1% -$25.6K 0.08% 209
2020
Q4 		$1.75M Buy
12,938
+699
+6% +$89.7K 0.08% 200
2020
Q3 		$1.44M Buy
12,239
+140
+1% +$16.6K 0.07% 213
2020
Q2 		$1.35M Buy
12,099
+339
+3% +$37.3K 0.07% 208
2020
Q1 		$1.19M Buy
11,760
+166
+1% +$20.7K 0.07% 200
2019
Q4 		$1.58M Sell
11,594
-403
-3% -$53.1K 0.08% 181
2019
Q3 		$1.53M Sell
11,997
-858
-7% -$109K 0.08% 171
2019
Q2 		$1.62M Buy
12,855
+236
+2% +$29.5K 0.09% 166
2019
Q1 		$1.55M Sell
12,619
-24,034
-66% -$2.89M 0.09% 166
2018
Q4 		$4.04M Buy
36,653
+24,101
+192% +$2.89M 0.27% 78
2018
Q3 		$1.59M Sell
12,552
-7,281
-37% -$914K 0.09% 181
2018
Q2 		$2.41M Sell
19,833
-1,820
-8% -$221K 0.16% 128
2018
Q1 		$2.57M Buy
21,653
+5,045
+30% +$629K 0.17% 130
2017
Q4 		$2.07M Buy
16,608
+1,481
+10% +$179K 0.13% 150
2017
Q3 		$1.79M Sell
15,127
-1,113
-7% -$130K 0.12% 154
2017
Q2 		$1.89M Sell
16,240
-27
-0.2% -$3.11K 0.13% 141
2017
Q1 		$1.87M Sell
16,267
-1,017
-6% -$117K 0.15% 135
2016
Q4 		$1.94M Buy
17,284
+1,413
+9% +$153K 0.17% 119
2016
Q3 		$1.66M Buy
15,871
+1,856
+13% +$196K 0.17% 111
2016
Q2 		$1.43M Buy
14,015
+106
+0.8% +$10.7K 0.17% 110
2016
Q1 		$1.38M Sell
13,909
-590
-4% -$55.3K 0.19% 100
2015
Q4 		$1.43M Buy
14,499
+224
+2% +$22.2K 0.21% 84
2015
Q3 		$1.31M Buy
14,275
+3,351
+31% +$333K 0.23% 78
2015
Q2 		$1.13M Buy
10,924
+1,913
+21% +$201K 0.2% 91
2015
Q1 		$936K Buy
+9,011
New +$934K 0.18% 110

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Voya Financial Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2021, closing a stake of 12,761 shares — an estimated $1.94M sold.

Voya Financial Advisors first reported a position in IWD in Q1 2015 and held it in 25 quarters. The position peaked at $4.04M in Q4 2018. 1,228 funds tracked by Wall St. Rank hold IWD as of Q2 2021.

  • Voya Financial Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 12,761 iShares Russell 1000 Value ETF shares in Q2 2021, an estimated $1.94M.
  • Voya Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and held it in 25 quarters.
  • Voya Financial Advisors's iShares Russell 1000 Value ETF position peaked at $4.04M in Q4 2018.
  • 1,228 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2021.

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