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Mainstay Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

Mainstay Capital Management’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,539
Closed -$226K – 134
2021
Q1 		$226K Buy
+1,539
New +$220K 0.07% 120

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MFM
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HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mainstay Capital Management's IWC Position: Q2 2021 in Review

Mainstay Capital Management sold out of iShares Micro-Cap ETF (IWC) in Q2 2021, closing a stake of 1,539 shares — an estimated $226K sold.

Mainstay Capital Management first reported a position in IWC in Q1 2021 and held it in 1 quarter. The position peaked at $226K in Q1 2021. 220 funds tracked by Wall St. Rank hold IWC as of Q2 2021.

  • Mainstay Capital Management reported no remaining iShares Micro-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Mainstay Capital Management sold 1,539 iShares Micro-Cap ETF shares in Q2 2021, an estimated $226K.
  • Mainstay Capital Management first reported a position in iShares Micro-Cap ETF in Q1 2021 and held it in 1 quarter.
  • Mainstay Capital Management's iShares Micro-Cap ETF position peaked at $226K in Q1 2021.
  • 220 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2021.

Based on Mainstay Capital Management's 13F filing for Q2 2021, filed 6 Aug 2021.