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

Voya Financial Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,246
Closed -$756K – 436
2021
Q1 		$756K Sell
10,246
-315
-3% -$22.8K 0.03% 331
2020
Q4 		$722K Sell
10,561
-1,303
-11% -$83K 0.03% 323
2020
Q3 		$678K Sell
11,864
-3,685
-24% -$210K 0.03% 308
2020
Q2 		$822K Sell
15,549
-930
-6% -$46.6K 0.04% 275
2020
Q1 		$725K Sell
16,479
-2,051
-11% -$113K 0.04% 283
2019
Q4 		$1.1M Sell
18,530
-80
-0.4% -$4.59K 0.05% 249
2019
Q3 		$1.04M Buy
18,610
+195
+1% +$10.9K 0.06% 237
2019
Q2 		$1.02M Sell
18,415
-370
-2% -$20.3K 0.05% 237
2019
Q1 		$1.01M Sell
18,785
-1,419
-7% -$73.5K 0.06% 226
2018
Q4 		$930K Sell
20,204
-13,948
-41% -$704K 0.06% 219
2018
Q3 		$1.88M Buy
34,152
+1,632
+5% +$89.4K 0.11% 158
2018
Q2 		$1.72M Buy
32,520
+2,824
+10% +$149K 0.11% 158
2018
Q1 		$1.51M Sell
29,696
-22,992
-44% -$1.21M 0.1% 177
2017
Q4 		$2.76M Buy
52,688
+18,384
+54% +$933K 0.18% 120
2017
Q3 		$1.69M Buy
34,304
+7,808
+29% +$377K 0.11% 161
2017
Q2 		$1.27M Buy
26,496
+3,560
+16% +$169K 0.09% 167
2017
Q1 		$1.07M Sell
22,936
-33,188
-59% -$1.54M 0.08% 181
2016
Q4 		$2.52M Buy
56,124
+17,140
+44% +$750K 0.22% 93
2016
Q3 		$1.69M Buy
38,984
+8,380
+27% +$363K 0.17% 110
2016
Q2 		$1.27M Buy
30,604
+11,852
+63% +$489K 0.15% 120
2016
Q1 		$763K Buy
18,752
+1,528
+9% +$58.1K 0.11% 151
2015
Q4 		$695K Buy
+17,224
New +$702K 0.1% 153

Other funds holding IWR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Voya Financial Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2021, closing a stake of 10,246 shares — an estimated $756K sold.

Voya Financial Advisors first reported a position in IWR in Q4 2015 and held it in 22 quarters. The position peaked at $2.76M in Q4 2017. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2021.

  • Voya Financial Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 10,246 iShares Russell Mid-Cap ETF shares in Q2 2021, an estimated $756K.
  • Voya Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and held it in 22 quarters.
  • Voya Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $2.76M in Q4 2017.
  • 1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2021.

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