Sandy Spring Bank’s iShares International Select Dividend ETF IDV Stock Holding History

Sandy Spring Bank’s Portfolio IDV Stock Details IDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$8.72K	Hold	281	–	–	﹤0.01%	869
2024 Q4	$7.69K	Hold	281	–	–	﹤0.01%	900
2024 Q3	$8.49K	Hold	281	–	–	﹤0.01%	888
2024 Q2	$7.78K	Hold	281	–	–	﹤0.01%	914
2024 Q1	$7.88K	Hold	281	–	–	﹤0.01%	889
2023 Q4	$7.87K	Hold	281	–	–	﹤0.01%	856
2023 Q3	$7.14K	Hold	281	–	–	﹤0.01%	875
2023 Q2	$7.4K	Hold	281	–	–	﹤0.01%	898
2023 Q1	$7.72K	Hold	281	–	–	﹤0.01%	863
2022 Q4	$7.63K	Hold	281	–	–	﹤0.01%	860
2022 Q3	$6K	Sell	281 -250	-47%	-$6.58K	﹤0.01%	893
2022 Q2	$14K	Buy	531 +250	+89%	+$7.53K	﹤0.01%	762
2022 Q1	$9K	Hold	281	–	–	﹤0.01%	874
2021 Q4	$9K	Hold	281	–	–	﹤0.01%	925
2021 Q3	$9K	Hold	281	–	–	﹤0.01%	895
2021 Q2	$9K	Buy	281 +8	+3%	+$264	﹤0.01%	913
2021 Q1	$9K	Hold	273	–	–	﹤0.01%	806
2020 Q4	$8K	Buy	+273	New	+$7.46K	﹤0.01%	778
2018 Q3	–	Sell	-1,230	Closed	-$39K	–	785
2018 Q2	$39K	Buy	+1,230	New	+$41.1K	﹤0.01%	493
2017 Q2	–	Sell	-280	Closed	-$9K	–	848
2017 Q1	$9K	Buy	+280	New	+$8.63K	﹤0.01%	700

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Sandy Spring Bank held its iShares International Select Dividend ETF (IDV) position steady in Q1 2025 at 281 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Sandy Spring Bank first reported a position in IDV in Q1 2017 and has held it in 20 quarters since. The position peaked at $39K in Q2 2018. 452 funds tracked by Wall St. Rank hold IDV as of Q1 2025.

Sandy Spring Bank held 281 shares of iShares International Select Dividend ETF worth $8.72K as of Q1 2025.
Sandy Spring Bank left its iShares International Select Dividend ETF share count unchanged in Q1 2025.
iShares International Select Dividend ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #869 holding.
Sandy Spring Bank first reported a position in iShares International Select Dividend ETF in Q1 2017 and has held it in 20 quarters since.
Sandy Spring Bank's iShares International Select Dividend ETF position peaked at $39K in Q2 2018.
452 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q1 2025.

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