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Voya Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Voya Financial Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,472
Closed -$649K – 435
2021
Q1 		$649K Sell
6,472
-283
-4% -$29.6K 0.03% 369
2020
Q4 		$694K Buy
6,755
+201
+3% +$19.1K 0.03% 332
2020
Q3 		$563K Sell
6,554
-338
-5% -$28.5K 0.03% 348
2020
Q2 		$536K Sell
6,892
-120
-2% -$8.7K 0.03% 349
2020
Q1 		$435K Sell
7,012
-658
-9% -$47.9K 0.02% 369
2019
Q4 		$584K Buy
7,670
+456
+6% +$33.4K 0.03% 367
2019
Q3 		$506K Sell
7,214
-14
-0.2% -$1.01K 0.03% 385
2019
Q2 		$512K Sell
7,228
-1,140
-14% -$79.3K 0.03% 383
2019
Q1 		$562K Sell
8,368
-200
-2% -$12.8K 0.03% 347
2018
Q4 		$482K Sell
8,568
-238
-3% -$14.5K 0.03% 336
2018
Q3 		$597K Sell
8,806
-600
-6% -$39.9K 0.03% 316
2018
Q2 		$595K Buy
9,406
+38
+0.4% +$2.39K 0.04% 290
2018
Q1 		$568K Buy
9,368
+224
+2% +$14K 0.04% 298
2017
Q4 		$555K Buy
9,144
+958
+12% +$56.3K 0.04% 309
2017
Q3 		$461K Sell
8,186
-14,644
-64% -$803K 0.03% 325
2017
Q2 		$1.23M Buy
22,830
+15,114
+196% +$804K 0.09% 171
2017
Q1 		$400K Sell
7,716
-286
-4% -$14.6K 0.03% 328
2016
Q4 		$392K Buy
8,002
+1,462
+22% +$70.5K 0.03% 318
2016
Q3 		$316K Buy
+6,540
New +$317K 0.03% 320
2015
Q4 		– Sell
-6,068
Closed -$264K – 376
2015
Q3 		$264K Sell
6,068
-236
-4% -$11.2K 0.05% 250
2015
Q2 		$304K Buy
+6,304
New +$311K 0.05% 233

Other funds holding IWP

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Voya Financial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2021, closing a stake of 6,472 shares — an estimated $649K sold.

Voya Financial Advisors first reported a position in IWP in Q2 2015 and held it in 21 quarters. The position peaked at $1.23M in Q2 2017. 822 funds tracked by Wall St. Rank hold IWP as of Q2 2021.

  • Voya Financial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 6,472 iShares Russell Mid-Cap Growth ETF shares in Q2 2021, an estimated $649K.
  • Voya Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2015 and held it in 21 quarters.
  • Voya Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.23M in Q2 2017.
  • 822 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2021.

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