SMAM
Sugar Maple Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
7,217
-11,080
| -61% | -$2.73M | 1.39% | 16 |
|
|
2025
Q1 | $3.86M | Sell |
18,297
-1,653
| -8% | -$349K | 3.04% | 10 |
|
|
2024
Q4 | $4.69M | Sell |
19,950
-1,658
| -8% | -$390K | 3.57% | 9 |
|
|
2024
Q3 | $4.76M | Sell |
21,608
-1,651
| -7% | -$363K | 4.13% | 8 |
|
|
2024
Q2 | $4.99M | Buy |
23,259
+11,091
| +91% | +$2.38M | 4.83% | 6 |
|
|
2024
Q1 | $2.37M | Buy |
+12,168
| New | +$2.37M | 2.29% | 14 |
|