Sugar Maple Asset Management, LLC IWY Holdings History
Sugar Maple Asset Management, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Sugar Maple Asset Management, LLC held 18,297.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $3.86 Mil. This investment constitutes 3.04% of their stock portfolio, and Sugar Maple Asset Management, LLC now holds 0.03% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2024Q1. And since then Sugar Maple Asset Management, LLC has made 1 purchases of IWY, at an average price of $192.82, for a total of 23,259.00 shares. In addition, there have been 3 sales at an average price of $224.22 for 4,962.00 shares. Based on historical transaction data and IWY's current price of $251.97, Sugar Maple Asset Management, LLC's estimated gain on his IWY holdings is $1.24 Mil, reflecting a 27.60% gain to date.
Sugar Maple Asset Management, LLC IWY ($251.97) Holding Chart
Sugar Maple Asset Management, LLC IWY ($251.97) 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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