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Sandy Spring Bank’s iShares Morningstar Growth ETF ILCG Stock Holding History

Sandy Spring Bank’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$59.7K Hold
737
– – ﹤0.01% 542
2024
Q4 		$66K Hold
737
– – ﹤0.01% 530
2024
Q3 		$61.9K Hold
737
– – ﹤0.01% 544
2024
Q2 		$60K Hold
737
– – ﹤0.01% 546
2024
Q1 		$55.6K Buy
+737
New +$53.1K ﹤0.01% 556

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Sandy Spring Bank held its iShares Morningstar Growth ETF (ILCG) position steady in Q1 2025 at 737 shares worth $59.7K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Sandy Spring Bank first reported a position in ILCG in Q1 2024 and has held it in 5 quarters since. The position peaked at $66K in Q4 2024. 272 funds tracked by Wall St. Rank hold ILCG as of Q1 2025.

  • Sandy Spring Bank held 737 shares of iShares Morningstar Growth ETF worth $59.7K as of Q1 2025.
  • Sandy Spring Bank left its iShares Morningstar Growth ETF share count unchanged in Q1 2025.
  • iShares Morningstar Growth ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #542 holding.
  • Sandy Spring Bank first reported a position in iShares Morningstar Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • Sandy Spring Bank's iShares Morningstar Growth ETF position peaked at $66K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2025.

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