Mainstay Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-447,205	Closed	-$56.4M	–	30
2020 Q3	$54.3M	Buy	447,205 +54,862	+14%	+$6.46M	14.2%	2
2020 Q2	$41.8M	Buy	392,343 +22,543	+6%	+$2.21M	12.17%	2
2020 Q1	$30.4M	Sell	369,800 -11,810	-3%	-$1.12M	9.78%	4
2019 Q4	$36.9M	Buy	+381,610	New	+$34.8M	8.48%	5

Other funds holding IWY

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mainstay Capital Management's IWY Position: Q4 2020 in Review

Mainstay Capital Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2020, closing a stake of 447,205 shares — an estimated $56.4M sold.

Mainstay Capital Management first reported a position in IWY in Q4 2019 and held it in 4 quarters. The position peaked at $54.3M in Q3 2020. 204 funds tracked by Wall St. Rank hold IWY as of Q4 2020.

Mainstay Capital Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2020 after selling out during the quarter.
Mainstay Capital Management sold 447,205 iShares Russell Top 200 Growth ETF shares in Q4 2020, an estimated $56.4M.
Mainstay Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and held it in 4 quarters.
Mainstay Capital Management's iShares Russell Top 200 Growth ETF position peaked at $54.3M in Q3 2020.
204 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2020.

Based on Mainstay Capital Management's 13F filing for Q4 2020, filed 4 Mar 2021.