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

Voya Financial Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,729
Closed -$299K – 437
2021
Q1 		$299K Sell
2,729
-188
-6% -$19.6K 0.01% 540
2020
Q4 		$281K Buy
2,917
+16
+0.6% +$1.44K 0.01% 532
2020
Q3 		$233K Buy
2,901
+227
+8% +$18.4K 0.01% 529
2020
Q2 		$202K Sell
2,674
-1,021
-28% -$74.3K 0.01% 566
2020
Q1 		$241K Sell
3,695
-144
-4% -$12.3K 0.01% 494
2019
Q4 		$362K Sell
3,839
-396
-9% -$36.2K 0.02% 465
2019
Q3 		$379K Sell
4,235
-452
-10% -$40K 0.02% 440
2019
Q2 		$413K Buy
4,687
+395
+9% +$34.7K 0.02% 424
2019
Q1 		$371K Buy
4,292
+262
+7% +$22.1K 0.02% 430
2018
Q4 		$305K Buy
4,030
+81
+2% +$6.78K 0.02% 428
2018
Q3 		$355K Buy
3,949
+18
+0.5% +$1.63K 0.02% 441
2018
Q2 		$347K Buy
3,931
+113
+3% +$9.93K 0.02% 408
2018
Q1 		$326K Buy
3,818
+60
+2% +$5.32K 0.02% 406
2017
Q4 		$336K Buy
3,758
+215
+6% +$18.7K 0.02% 401
2017
Q3 		$300K Buy
3,543
+18
+0.5% +$1.51K 0.02% 401
2017
Q2 		$296K Sell
3,525
-1,047
-23% -$87.1K 0.02% 398
2017
Q1 		$378K Sell
4,572
-1,732
-27% -$143K 0.03% 342
2016
Q4 		$508K Buy
6,304
+1,500
+31% +$117K 0.04% 268
2016
Q3 		$366K Sell
4,804
-6,537
-58% -$499K 0.04% 291
2016
Q2 		$828K Buy
+11,341
New +$822K 0.1% 166

Other funds holding IWS

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Voya Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2021, closing a stake of 2,729 shares — an estimated $299K sold.

Voya Financial Advisors first reported a position in IWS in Q2 2016 and held it in 20 quarters. The position peaked at $828K in Q2 2016. 673 funds tracked by Wall St. Rank hold IWS as of Q2 2021.

  • Voya Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 2,729 iShares Russell Mid-Cap Value ETF shares in Q2 2021, an estimated $299K.
  • Voya Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2016 and held it in 20 quarters.
  • Voya Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $828K in Q2 2016.
  • 673 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2021.

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