Mainstay Capital Management’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,668	Closed	-$935K	–	135
2021 Q1	$935K	Sell	10,668 -56	-0.5%	-$4.91K	0.29%	64
2020 Q4	$912K	Hold	10,724	–	–	0.27%	63
2020 Q3	$807K	Sell	10,724 -350,444	-97%	-$25.6M	0.21%	65
2020 Q2	$24.4M	Buy	361,168 +45,984	+15%	+$2.78M	7.09%	3
2020 Q1	$15.7M	Buy	315,184 +19,452	+7%	+$1.13M	5.05%	8
2019 Q4	$17.2M	Buy	+295,732	New	+$16.1M	3.96%	9

Other funds holding IYW

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Mainstay Capital Management sold out of iShares US Technology ETF (IYW) in Q2 2021, closing a stake of 10,668 shares — an estimated $935K sold.

Mainstay Capital Management first reported a position in IYW in Q4 2019 and held it in 6 quarters. The position peaked at $24.4M in Q2 2020. 565 funds tracked by Wall St. Rank hold IYW as of Q2 2021.

Mainstay Capital Management reported no remaining iShares US Technology ETF position as of Q2 2021 after selling out during the quarter.
Mainstay Capital Management sold 10,668 iShares US Technology ETF shares in Q2 2021, an estimated $935K.
Mainstay Capital Management first reported a position in iShares US Technology ETF in Q4 2019 and held it in 6 quarters.
Mainstay Capital Management's iShares US Technology ETF position peaked at $24.4M in Q2 2020.
565 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2021.

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