Sugar Maple Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Sugar Maple Asset Management’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.06M	Sell	3,665 -534	-13%	-$151K	0.69%	35
2026 Q1	$1.04M	Sell	4,199 -234	-5%	-$62K	0.63%	35
2025 Q4	$1.23M	Sell	4,433 -1,446	-25%	-$401K	0.83%	27
2025 Q3	$1.61M	Sell	5,879 -1,338	-19%	-$346K	1.15%	18
2025 Q2	$1.78M	Sell	7,217 -11,080	-61%	-$2.47M	1.39%	16
2025 Q1	$3.86M	Sell	18,297 -1,653	-8%	-$380K	3.04%	10
2024 Q4	$4.69M	Sell	19,950 -1,658	-8%	-$381K	3.57%	9
2024 Q3	$4.76M	Sell	21,608 -1,651	-7%	-$351K	4.13%	8
2024 Q2	$4.99M	Buy	23,259 +11,091	+91%	+$2.21M	4.83%	6
2024 Q1	$2.37M	Buy	+12,168	New	+$2.27M	2.29%	14

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sugar Maple Asset Management's IWY Position: Q2 2026 in Review

Sugar Maple Asset Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 13% in Q2 2026, selling an estimated $151K and leaving 3,665 shares worth $1.06M. The position accounts for 0.69% of the portfolio, ranked #35.

Sugar Maple Asset Management first reported a position in IWY in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.99M in Q2 2024. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Sugar Maple Asset Management held 3,665 shares of iShares Russell Top 200 Growth ETF worth $1.06M as of Q2 2026.
Sugar Maple Asset Management sold 534 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $151K.
iShares Russell Top 200 Growth ETF made up 0.69% of Sugar Maple Asset Management's portfolio in Q2 2026, its #35 holding.
Sugar Maple Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Sugar Maple Asset Management's iShares Russell Top 200 Growth ETF position peaked at $4.99M in Q2 2024.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.