Sandy Spring Bank’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$3.12K	Hold	35	–	–	﹤0.01%	995
2024 Q4	$3.5K	Hold	35	–	–	﹤0.01%	1006
2024 Q3	$3.13K	Hold	35	–	–	﹤0.01%	996
2024 Q2	$3.04K	Hold	35	–	–	﹤0.01%	1051
2024 Q1	$2.99K	Hold	35	–	–	﹤0.01%	1010
2023 Q4	$2.84K	Buy	+35	New	+$2.59K	﹤0.01%	981
2018 Q4	–	Sell	-1,285	Closed	-$53K	–	784
2018 Q3	$53K	Hold	1,285	–	–	﹤0.01%	459
2018 Q2	$47K	Hold	1,285	–	–	﹤0.01%	470
2018 Q1	$44K	Buy	+1,285	New	+$43.5K	﹤0.01%	488

Other funds holding IGV

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Sandy Spring Bank held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2025 at 35 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Sandy Spring Bank first reported a position in IGV in Q1 2018 and has held it in 9 quarters since. The position peaked at $53K in Q3 2018. 628 funds tracked by Wall St. Rank hold IGV as of Q1 2025.

Sandy Spring Bank held 35 shares of iShares Expanded Tech-Software Sector ETF worth $3.12K as of Q1 2025.
Sandy Spring Bank left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2025.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #995 holding.
Sandy Spring Bank first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2018 and has held it in 9 quarters since.
Sandy Spring Bank's iShares Expanded Tech-Software Sector ETF position peaked at $53K in Q3 2018.
628 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2025.

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