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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$73.1K	Hold	587	–	–	﹤0.01%	510
2024 Q4	$79.5K	Hold	587	–	–	﹤0.01%	496
2024 Q3	$81.9K	Sell	587 -125	-18%	-$16.9K	﹤0.01%	497
2024 Q2	$91.4K	Sell	712 -229	-24%	-$29.3K	﹤0.01%	466
2024 Q1	$123K	Sell	941 -235	-20%	-$29.3K	0.01%	426
2023 Q4	$147K	Hold	1,176	–	–	0.01%	400
2023 Q3	$129K	Hold	1,176	–	–	0.01%	400
2023 Q2	$135K	Buy	1,176 +30	+3%	+$3.28K	0.01%	409
2023 Q1	$126K	Buy	1,146 +80	+8%	+$9.02K	0.01%	396
2022 Q4	$115K	Hold	1,066	–	–	0.01%	401
2022 Q3	$108K	Sell	1,066 -80	-7%	-$8.98K	0.01%	400
2022 Q2	$120K	Sell	1,146 -11	-1%	-$1.25K	0.01%	382
2022 Q1	$145K	Buy	1,157 +11	+1%	+$1.39K	0.01%	375
2021 Q4	$160K	Buy	1,146 +229	+25%	+$31.2K	0.01%	364
2021 Q3	$119K	Sell	917 -30	-3%	-$3.95K	0.01%	392
2021 Q2	$126K	Hold	947	–	–	0.01%	389
2021 Q1	$121K	Sell	947 -18	-2%	-$2.29K	0.01%	376
2020 Q4	$110K	Sell	965 -1	-0.1%	-$102	0.01%	374
2020 Q3	$85K	Sell	966 -150	-13%	-$13.4K	0.01%	387
2020 Q2	$95K	Buy	1,116 +8	+0.7%	+$623	0.01%	369
2020 Q1	$77K	Sell	1,108 -486	-30%	-$42.9K	0.01%	375
2019 Q4	$154K	Sell	1,594 -50	-3%	-$4.62K	0.01%	317
2019 Q3	$146K	Sell	1,644 -70	-4%	-$6.32K	0.01%	327
2019 Q2	$157K	Buy	1,714 +316	+23%	+$28.4K	0.01%	316
2019 Q1	$124K	Buy	1,398 +352	+34%	+$31.1K	0.01%	338
2018 Q4	$84K	Buy	1,046 +102	+11%	+$9.09K	0.01%	382
2018 Q3	$95K	Hold	944	–	–	0.01%	381
2018 Q2	$90K	Hold	944	–	–	0.01%	392
2018 Q1	$82K	Sell	944 -80	-8%	-$6.97K	0.01%	401
2017 Q4	$87K	Hold	1,024	–	–	0.01%	367
2017 Q3	$84K	Hold	1,024	–	–	0.01%	365
2017 Q2	$80K	Hold	1,024	–	–	0.01%	390
2017 Q1	$78K	Hold	1,024	–	–	0.01%	385
2016 Q4	$77K	Hold	1,024	–	–	0.01%	384
2016 Q3	$70K	Buy	1,024 +52	+5%	+$3.51K	0.01%	396
2016 Q2	$63K	Buy	972 +104	+12%	+$6.54K	0.01%	411
2016 Q1	$54K	Buy	868 +428	+97%	+$24.9K	0.01%	431
2015 Q4	$27K	Hold	440	–	–	﹤0.01%	517
2015 Q3	$26K	Hold	440	–	–	﹤0.01%	520
2015 Q2	$29K	Hold	440	–	–	﹤0.01%	533
2015 Q1	$29K	Hold	440	–	–	﹤0.01%	532
2014 Q4	$27K	Hold	440	–	–	﹤0.01%	486
2014 Q3	$25K	Hold	440	–	–	﹤0.01%	506
2014 Q2	$27K	Buy	440 +340	+340%	+$19.7K	﹤0.01%	499
2014 Q1	$6K	Sell	100 -340	-77%	-$20K	﹤0.01%	625
2013 Q4	$26K	Hold	440	–	–	﹤0.01%	443
2013 Q3	$23K	Sell	440 -30	-6%	-$1.56K	﹤0.01%	448
2013 Q2	$23K	Buy	+470	New	+$22.4K	﹤0.01%	429

Other funds holding IJT

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sandy Spring Bank held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q1 2025 at 587 shares worth $73.1K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Sandy Spring Bank first reported a position in IJT in Q2 2013 and has held it in 48 quarters since. The position peaked at $160K in Q4 2021. 714 funds tracked by Wall St. Rank hold IJT as of Q1 2025.

Sandy Spring Bank held 587 shares of iShares S&P Small-Cap 600 Growth ETF worth $73.1K as of Q1 2025.
Sandy Spring Bank left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q1 2025.
iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #510 holding.
Sandy Spring Bank first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's iShares S&P Small-Cap 600 Growth ETF position peaked at $160K in Q4 2021.
714 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2025.

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