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Voya Financial Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Voya Financial Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,133
Closed -$684K – 434
2021
Q1 		$684K Sell
3,133
-519
-14% -$113K 0.03% 355
2020
Q4 		$718K Buy
3,652
+471
+15% +$82.4K 0.03% 326
2020
Q3 		$475K Buy
3,181
+262
+9% +$39.4K 0.02% 379
2020
Q2 		$412K Sell
2,919
-1,680
-37% -$220K 0.02% 410
2020
Q1 		$529K Sell
4,599
-898
-16% -$134K 0.03% 325
2019
Q4 		$910K Sell
5,497
-258
-4% -$40.8K 0.04% 284
2019
Q3 		$870K Sell
5,755
-85
-1% -$13K 0.05% 270
2019
Q2 		$897K Sell
5,840
-274
-4% -$42.2K 0.05% 261
2019
Q1 		$933K Sell
6,114
-23,994
-80% -$3.61M 0.05% 240
2018
Q4 		$4M Buy
30,108
+6,843
+29% +$1.02M 0.27% 80
2018
Q3 		$3.91M Buy
23,265
+17,339
+293% +$2.93M 0.23% 85
2018
Q2 		$971K Sell
5,926
-17,635
-75% -$2.82M 0.06% 226
2018
Q1 		$3.54M Sell
23,561
-3,386
-13% -$523K 0.24% 92
2017
Q4 		$4.14M Buy
26,947
+18,812
+231% +$2.83M 0.27% 80
2017
Q3 		$1.2M Buy
8,135
+1,350
+20% +$190K 0.08% 208
2017
Q2 		$958K Sell
6,785
-22,938
-77% -$3.17M 0.07% 213
2017
Q1 		$4.05M Sell
29,723
-2,000
-6% -$273K 0.31% 67
2016
Q4 		$4.29M Buy
31,723
+8,213
+35% +$1.05M 0.37% 54
2016
Q3 		$2.89M Buy
23,510
+15,493
+193% +$1.88M 0.29% 70
2016
Q2 		$905K Buy
8,017
+2,843
+55% +$321K 0.11% 157
2016
Q1 		$571K Sell
5,174
-1,413
-21% -$146K 0.08% 189
2015
Q4 		$751K Sell
6,587
-7,837
-54% -$904K 0.11% 148
2015
Q3 		$1.55M Sell
14,424
-16
-0.1% -$1.9K 0.28% 67
2015
Q2 		$1.79M Buy
14,440
+2,424
+20% +$303K 0.32% 61
2015
Q1 		$1.5M Buy
+12,016
New +$1.45M 0.29% 81

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Voya Financial Advisors sold out of iShares Russell 2000 ETF (IWM) in Q2 2021, closing a stake of 3,133 shares — an estimated $684K sold.

Voya Financial Advisors first reported a position in IWM in Q1 2015 and held it in 25 quarters. The position peaked at $4.29M in Q4 2016. 1,825 funds tracked by Wall St. Rank hold IWM as of Q2 2021.

  • Voya Financial Advisors reported no remaining iShares Russell 2000 ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 3,133 iShares Russell 2000 ETF shares in Q2 2021, an estimated $684K.
  • Voya Financial Advisors first reported a position in iShares Russell 2000 ETF in Q1 2015 and held it in 25 quarters.
  • Voya Financial Advisors's iShares Russell 2000 ETF position peaked at $4.29M in Q4 2016.
  • 1,825 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2021.

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