Mainstay Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Mainstay Capital Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.21M	Buy	9,006 +508	+6%	+$189K	0.25%	30
2025 Q4	$3.17M	Sell	8,498 -876	-9%	-$324K	0.24%	27
2025 Q3	$3.43M	Sell	9,374 -9,256	-50%	-$3.26M	0.34%	23
2025 Q2	$6.33M	Buy	18,630 +7,034	+61%	+$2.21M	0.31%	23
2025 Q1	$3.56M	Buy	11,596 +310	+3%	+$100K	0.49%	11
2024 Q4	$3.64M	Buy	11,286 +3,229	+40%	+$1.05M	0.55%	9
2024 Q3	$2.53M	Buy	8,057 +9	+0.1%	+$2.73K	0.42%	15
2024 Q2	$2.39M	Buy	8,048 +1,672	+26%	+$480K	0.42%	13
2024 Q1	$1.84M	Buy	6,376 +1,596	+33%	+$437K	0.35%	20
2023 Q4	$1.25M	Buy	+4,780	New	+$1.17M	0.24%	41
2018 Q4	–	Sell	-534	Closed	-$86K	–	238
2018 Q3	$86K	Buy	+534	New	+$84.8K	0.05%	159

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mainstay Capital Management's IWB Position: Q1 2026 in Review

Mainstay Capital Management increased its iShares Russell 1000 ETF (IWB) stake by 6% in Q1 2026, buying an estimated $189K and bringing the position to 9,006 shares worth $3.21M. The position accounts for 0.25% of the portfolio, ranked #30.

Mainstay Capital Management first reported a position in IWB in Q3 2018 and has held it in 11 quarters since. The position peaked at $6.33M in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Mainstay Capital Management held 9,006 shares of iShares Russell 1000 ETF worth $3.21M as of Q1 2026.
Mainstay Capital Management bought 508 iShares Russell 1000 ETF shares in Q1 2026, an estimated $189K.
iShares Russell 1000 ETF made up 0.25% of Mainstay Capital Management's portfolio in Q1 2026, its #30 holding.
Mainstay Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2018 and has held it in 11 quarters since.
Mainstay Capital Management's iShares Russell 1000 ETF position peaked at $6.33M in Q2 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Mainstay Capital Management's 13F filing for Q1 2026, filed 12 May 2026.