Sandy Spring Bank’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$225K	Buy	2,305 +5	+0.2%	+$528	0.01%	351
2024 Q4	$250K	Hold	2,300	–	–	0.01%	348
2024 Q3	$248K	Hold	2,300	–	–	0.01%	356
2024 Q2	$224K	Sell	2,300 -250	-10%	-$24.6K	0.01%	354
2024 Q1	$262K	Hold	2,550	–	–	0.01%	341
2023 Q4	$263K	Sell	2,550 -55	-2%	-$5.01K	0.01%	336
2023 Q3	$232K	Sell	2,605 -456	-15%	-$43.4K	0.01%	330
2023 Q2	$291K	Buy	3,061 +2	+0.1%	+$183	0.02%	311
2023 Q1	$286K	Buy	3,059 +309	+11%	+$30.2K	0.02%	310
2022 Q4	$251K	Hold	2,750	–	–	0.01%	314
2022 Q3	$227K	Sell	2,750 -200	-7%	-$18.5K	0.01%	316
2022 Q2	$263K	Sell	2,950 -16	-0.5%	-$1.53K	0.02%	303
2022 Q1	$304K	Buy	2,966 +16	+0.5%	+$1.63K	0.02%	300
2021 Q4	$308K	Buy	2,950 +200	+7%	+$21K	0.01%	301
2021 Q3	$277K	Hold	2,750	–	–	0.01%	304
2021 Q2	$290K	Sell	2,750 -200	-7%	-$20.9K	0.02%	303
2021 Q1	$297K	Hold	2,950	–	–	0.02%	288
2020 Q4	$239K	Hold	2,950	–	–	0.01%	302
2020 Q3	$180K	Sell	2,950 -208	-7%	-$13.1K	0.01%	309
2020 Q2	$190K	Sell	3,158 -1,098	-26%	-$61.5K	0.01%	297
2020 Q1	$213K	Sell	4,256 -400	-9%	-$27.7K	0.02%	271
2019 Q4	$375K	Hold	4,656	–	–	0.03%	252
2019 Q3	$349K	Sell	4,656 -200	-4%	-$14.7K	0.03%	253
2019 Q2	$361K	Sell	4,856 -60	-1%	-$4.45K	0.03%	244
2019 Q1	$363K	Sell	4,916 -400	-8%	-$29.6K	0.03%	239
2018 Q4	$350K	Hold	5,316	–	–	0.03%	239
2018 Q3	$444K	Hold	5,316	–	–	0.04%	234
2018 Q2	$434K	Hold	5,316	–	–	0.04%	239
2018 Q1	$401K	Sell	5,316 -750	-12%	-$57.7K	0.04%	245
2017 Q4	$466K	Sell	6,066 -40	-0.7%	-$3.01K	0.04%	223
2017 Q3	$453K	Hold	6,106	–	–	0.04%	227
2017 Q2	$427K	Sell	6,106 -420	-6%	-$29K	0.04%	230
2017 Q1	$453K	Sell	6,526 -400	-6%	-$27.8K	0.05%	226
2016 Q4	$485K	Sell	6,926 -20	-0.3%	-$1.31K	0.05%	227
2016 Q3	$434K	Sell	6,946 -350	-5%	-$21.5K	0.05%	227
2016 Q2	$426K	Sell	7,296 -300	-4%	-$17.2K	0.05%	225
2016 Q1	$430K	Sell	7,596 -100	-1%	-$5.19K	0.05%	219
2015 Q4	$416K	Sell	7,696 -150	-2%	-$8.32K	0.05%	225
2015 Q3	$411K	Hold	7,846	–	–	0.05%	225
2015 Q2	$461K	Sell	7,846 -420	-5%	-$25K	0.05%	226
2015 Q1	$492K	Hold	8,266	–	–	0.06%	215
2014 Q4	$487K	Hold	8,266	–	–	0.06%	206
2014 Q3	$444K	Hold	8,266	–	–	0.05%	221
2014 Q2	$477K	Buy	8,266 +7,478	+949%	+$418K	0.06%	215
2014 Q1	$45K	Sell	788 -7,430	-90%	-$411K	0.01%	388
2013 Q4	$457K	Hold	8,218	–	–	0.06%	205
2013 Q3	$420K	Sell	8,218 -28	-0.3%	-$1.39K	0.06%	201
2013 Q2	$385K	Buy	+8,246	New	+$378K	0.06%	200

Other funds holding IJS

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

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

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 0.22% in Q1 2025, buying an estimated $528 and bringing the position to 2,305 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #351.

Sandy Spring Bank first reported a position in IJS in Q2 2013 and has held it in 48 quarters since. The position peaked at $492K in Q1 2015. 800 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

Sandy Spring Bank held 2,305 shares of iShares S&P Small-Cap 600 Value ETF worth $225K as of Q1 2025.
Sandy Spring Bank bought 5 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $528.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #351 holding.
Sandy Spring Bank first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's iShares S&P Small-Cap 600 Value ETF position peaked at $492K in Q1 2015.
800 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

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