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Sugar Maple Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Sugar Maple Asset Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,986
Closed -$202K – 258
2024
Q4 		$202K Sell
1,986
-311
-14% -$31K 0.15% 59
2024
Q3 		$220K Buy
+2,297
New +$212K 0.19% 56

Other funds holding IVW

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sugar Maple Asset Management's IVW Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 1,986 shares — an estimated $202K sold.

Sugar Maple Asset Management first reported a position in IVW in Q3 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 1,986 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $202K.
  • Sugar Maple Asset Management first reported a position in iShares S&P 500 Growth ETF in Q3 2024 and held it in 2 quarters.
  • Sugar Maple Asset Management's iShares S&P 500 Growth ETF position peaked at $220K in Q3 2024.
  • 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.