Burns Matteson Capital Management, LLC IWY Holdings History
Burns Matteson Capital Management, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-06-30, Burns Matteson Capital Management, LLC held 31,185.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $7.69 Mil. This investment constitutes 3.71% of their stock portfolio, and Burns Matteson Capital Management, LLC now holds 0.05% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2020Q4. And since then Burns Matteson Capital Management, LLC has made 6 purchases of IWY, at an average price of $142.48, for a total of 40,744.00 shares. In addition, there have been 12 sales at an average price of $165.09 for 9,559.00 shares. Based on historical transaction data and IWY's current price of $251.11, Burns Matteson Capital Management, LLC's estimated gain on his IWY holdings is $3.60 Mil, reflecting a 62.08% gain to date.
Burns Matteson Capital Management, LLC IWY ($251.11) Holding Chart
Burns Matteson Capital Management, LLC IWY ($251.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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