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Sandy Spring Bank’s iShares Select U.S. REIT ETF ICF Stock Holding History

Sandy Spring Bank’s Portfolio ICF Stock Details ICF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$288K Sell
4,679
-1,134
-20% -$69.4K 0.01% 327
2024
Q4 		$350K Sell
5,813
-1,614
-22% -$103K 0.01% 315
2024
Q3 		$490K Buy
7,427
+1,959
+36% +$122K 0.02% 291
2024
Q2 		$313K Sell
5,468
-417
-7% -$23.1K 0.01% 324
2024
Q1 		$340K Buy
5,885
+695
+13% +$39.6K 0.02% 317
2023
Q4 		$305K Buy
5,190
+1,617
+45% +$85.5K 0.02% 317
2023
Q3 		$179K Sell
3,573
-229
-6% -$12.5K 0.01% 358
2023
Q2 		$211K Sell
3,802
-51
-1% -$2.78K 0.01% 344
2023
Q1 		$214K Buy
3,853
+6
+0.2% +$341 0.01% 332
2022
Q4 		$211K Buy
3,847
+22
+0.6% +$1.2K 0.01% 331
2022
Q3 		$206K Hold
3,825
– – 0.01% 324
2022
Q2 		$232K Buy
3,825
+311
+9% +$20.4K 0.01% 314
2022
Q1 		$250K Buy
3,514
+411
+13% +$28.3K 0.01% 313
2021
Q4 		$236K Buy
3,103
+187
+6% +$13.2K 0.01% 325
2021
Q3 		$190K Buy
2,916
+806
+38% +$55.2K 0.01% 332
2021
Q2 		$138K Hold
2,110
– – 0.01% 372
2021
Q1 		$122K Hold
2,110
– – 0.01% 373
2020
Q4 		$114K Hold
2,110
– – 0.01% 368
2020
Q3 		$108K Sell
2,110
-642
-23% -$33.2K 0.01% 363
2020
Q2 		$138K Buy
2,752
+814
+42% +$40.1K 0.01% 323
2020
Q1 		$89K Buy
1,938
+634
+49% +$35.5K 0.01% 356
2019
Q4 		$76K Sell
1,304
-340
-21% -$20K 0.01% 409
2019
Q3 		$99K Hold
1,644
– – 0.01% 376
2019
Q2 		$93K Buy
1,644
+820
+100% +$46K 0.01% 380
2019
Q1 		$46K Hold
824
– – ﹤0.01% 460
2018
Q4 		$39K Sell
824
-60
-7% -$2.99K ﹤0.01% 476
2018
Q3 		$44K Buy
+884
New +$44.8K ﹤0.01% 478
2018
Q2 		– Sell
-1,184
Closed -$55K – 789
2018
Q1 		$55K Sell
1,184
-450
-28% -$21.1K ﹤0.01% 464
2017
Q4 		$83K Sell
1,634
-50
-3% -$2.54K 0.01% 371
2017
Q3 		$85K Buy
1,684
+50
+3% +$2.54K 0.01% 363
2017
Q2 		$83K Buy
1,634
+450
+38% +$22.7K 0.01% 378
2017
Q1 		$59K Hold
1,184
– – 0.01% 429
2016
Q4 		$59K Hold
1,184
– – 0.01% 419
2016
Q3 		$62K Hold
1,184
– – 0.01% 409
2016
Q2 		$64K Hold
1,184
– – 0.01% 409
2016
Q1 		$61K Sell
1,184
-442
-27% -$21.3K 0.01% 412
2015
Q4 		$81K Sell
1,626
-540
-25% -$26.2K 0.01% 353
2015
Q3 		$100K Sell
2,166
-218
-9% -$10.1K 0.01% 348
2015
Q2 		$107K Hold
2,384
– – 0.01% 359
2015
Q1 		$120K Hold
2,384
– – 0.01% 334
2014
Q4 		$115K Hold
2,384
– – 0.01% 315
2014
Q3 		$101K Hold
2,384
– – 0.01% 327
2014
Q2 		$105K Hold
2,384
– – 0.01% 325
2014
Q1 		$98K Buy
+2,384
New +$94.8K 0.02% 306

Other funds holding ICF

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sandy Spring Bank's ICF Position: Q1 2025 in Review

Sandy Spring Bank reduced its iShares Select U.S. REIT ETF (ICF) stake by 20% in Q1 2025, selling an estimated $69.4K and leaving 4,679 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #327.

Sandy Spring Bank first reported a position in ICF in Q1 2014 and has held it in 44 quarters since. The position peaked at $490K in Q3 2024. 360 funds tracked by Wall St. Rank hold ICF as of Q1 2025.

  • Sandy Spring Bank held 4,679 shares of iShares Select U.S. REIT ETF worth $288K as of Q1 2025.
  • Sandy Spring Bank sold 1,134 iShares Select U.S. REIT ETF shares in Q1 2025, an estimated $69.4K.
  • iShares Select U.S. REIT ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #327 holding.
  • Sandy Spring Bank first reported a position in iShares Select U.S. REIT ETF in Q1 2014 and has held it in 44 quarters since.
  • Sandy Spring Bank's iShares Select U.S. REIT ETF position peaked at $490K in Q3 2024.
  • 360 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.