Sandy Spring Bank’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$220K	Hold	1,841	–	–	0.01%	352
2024 Q4	$230K	Sell	1,841 -153	-8%	-$19.5K	0.01%	358
2024 Q3	$246K	Hold	1,994	–	–	0.01%	358
2024 Q2	$226K	Sell	1,994 -313	-14%	-$35.7K	0.01%	352
2024 Q1	$273K	Buy	2,307 +634	+38%	+$71.4K	0.01%	338
2023 Q4	$191K	Sell	1,673 -53	-3%	-$5.45K	0.01%	366
2023 Q3	$174K	Buy	1,726 +53	+3%	+$5.67K	0.01%	361
2023 Q2	$179K	Hold	1,673	–	–	0.01%	356
2023 Q1	$172K	Buy	1,673 +575	+52%	+$61.4K	0.01%	357
2022 Q4	$111K	Hold	1,098	–	–	0.01%	411
2022 Q3	$98K	Buy	1,098 +413	+60%	+$41.1K	0.01%	415
2022 Q2	$65K	Hold	685	–	–	﹤0.01%	468
2022 Q1	$75K	Buy	685 +58	+9%	+$6.26K	﹤0.01%	463
2021 Q4	$70K	Buy	627 +216	+53%	+$23.5K	﹤0.01%	502
2021 Q3	$43K	Hold	411	–	–	﹤0.01%	584
2021 Q2	$43K	Hold	411	–	–	﹤0.01%	605
2021 Q1	$41K	Buy	411 +89	+28%	+$8.5K	﹤0.01%	546
2020 Q4	$28K	Hold	322	–	–	﹤0.01%	583
2020 Q3	$21K	Sell	322 -320	-50%	-$22.1K	﹤0.01%	590
2020 Q2	$43K	Hold	642	–	–	﹤0.01%	477
2020 Q1	$36K	Sell	642 -136	-17%	-$10.2K	﹤0.01%	485
2019 Q4	$66K	Buy	778 +2	+0.3%	+$164	﹤0.01%	432
2019 Q3	$62K	Hold	776	–	–	﹤0.01%	437
2019 Q2	$62K	Buy	776 +134	+21%	+$10.6K	0.01%	434
2019 Q1	$51K	Sell	642 -220	-26%	-$17K	﹤0.01%	444
2018 Q4	$60K	Buy	862 +200	+30%	+$15.3K	0.01%	417
2018 Q3	$56K	Hold	662	–	–	﹤0.01%	449
2018 Q2	$54K	Sell	662 -324	-33%	-$25.9K	﹤0.01%	456
2018 Q1	$76K	Hold	986	–	–	0.01%	413
2017 Q4	$79K	Sell	986 -40	-4%	-$3.12K	0.01%	379
2017 Q3	$79K	Sell	1,026 -60	-6%	-$4.45K	0.01%	376
2017 Q2	$81K	Sell	1,086 -358	-25%	-$26.5K	0.01%	387
2017 Q1	$107K	Buy	1,444 +800	+124%	+$59.3K	0.01%	342
2016 Q4	$47K	Hold	644	–	–	﹤0.01%	449
2016 Q3	$43K	Hold	644	–	–	﹤0.01%	453
2016 Q2	$41K	Sell	644 -800	-55%	-$50.3K	﹤0.01%	469
2016 Q1	$89K	Buy	1,444 +800	+124%	+$45.3K	0.01%	363
2015 Q4	$37K	Hold	644	–	–	﹤0.01%	464
2015 Q3	$37K	Hold	644	–	–	﹤0.01%	470
2015 Q2	$42K	Hold	644	–	–	﹤0.01%	474
2015 Q1	$42K	Buy	644 +520	+419%	+$33.4K	﹤0.01%	479
2014 Q4	$8K	Hold	124	–	–	﹤0.01%	642
2014 Q3	$7K	Hold	124	–	–	﹤0.01%	661
2014 Q2	$8K	Hold	124	–	–	﹤0.01%	641
2014 Q1	$7K	Hold	124	–	–	﹤0.01%	607
2013 Q4	$7K	Hold	124	–	–	﹤0.01%	591
2013 Q3	$7K	Sell	124 -26	-17%	-$1.39K	﹤0.01%	574
2013 Q2	$7K	Buy	+150	New	+$7.59K	﹤0.01%	553

Other funds holding IJJ

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

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

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

Sandy Spring Bank held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2025 at 1,841 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #352.

Sandy Spring Bank first reported a position in IJJ in Q2 2013 and has held it in 48 quarters since. The position peaked at $273K in Q1 2024. 818 funds tracked by Wall St. Rank hold IJJ as of Q1 2025.

Sandy Spring Bank held 1,841 shares of iShares S&P Mid-Cap 400 Value ETF worth $220K as of Q1 2025.
Sandy Spring Bank left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2025.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #352 holding.
Sandy Spring Bank first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's iShares S&P Mid-Cap 400 Value ETF position peaked at $273K in Q1 2024.
818 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2025.

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