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Voya Financial Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Voya Financial Advisors’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,984
Closed -$229K – 442
2021
Q1 		$229K Buy
+3,984
New +$216K 0.01% 608
2020
Q3 		– Sell
-5,826
Closed -$228K – 607
2020
Q2 		$228K Buy
5,826
+36
+0.6% +$1.38K 0.01% 533
2020
Q1 		$205K Hold
5,790
– – 0.01% 531
2019
Q4 		$293K Buy
5,790
+30
+0.5% +$1.44K 0.01% 515
2019
Q3 		$262K Sell
5,760
-528
-8% -$23.8K 0.01% 523
2019
Q2 		$276K Sell
6,288
-798
-11% -$34.9K 0.01% 511
2019
Q1 		$294K Sell
7,086
-1,383
-16% -$57.3K 0.02% 484
2018
Q4 		$314K Buy
8,469
+414
+5% +$17.1K 0.02% 424
2018
Q3 		$361K Sell
8,055
-1,314
-14% -$59.5K 0.02% 437
2018
Q2 		$405K Sell
9,369
-2,865
-23% -$127K 0.03% 369
2018
Q1 		$525K Sell
12,234
-12,051
-50% -$547K 0.03% 314
2017
Q4 		$1.06M Buy
24,285
+10,425
+75% +$435K 0.07% 223
2017
Q3 		$552K Buy
13,860
+7,728
+126% +$296K 0.04% 297
2017
Q2 		$232K Buy
6,132
+150
+3% +$5.45K 0.02% 442
2017
Q1 		$216K Sell
5,982
-3,765
-39% -$138K 0.02% 450
2016
Q4 		$344K Buy
+9,747
New +$318K 0.03% 341

Other funds holding IYG

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Voya Financial Advisors sold out of iShares US Financial Services ETF (IYG) in Q2 2021, closing a stake of 3,984 shares — an estimated $229K sold.

Voya Financial Advisors first reported a position in IYG in Q4 2016 and held it in 16 quarters. The position peaked at $1.06M in Q4 2017. 235 funds tracked by Wall St. Rank hold IYG as of Q2 2021.

  • Voya Financial Advisors reported no remaining iShares US Financial Services ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 3,984 iShares US Financial Services ETF shares in Q2 2021, an estimated $229K.
  • Voya Financial Advisors first reported a position in iShares US Financial Services ETF in Q4 2016 and held it in 16 quarters.
  • Voya Financial Advisors's iShares US Financial Services ETF position peaked at $1.06M in Q4 2017.
  • 235 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2021.

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