Sandy Spring Bank’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$3.71K	Buy	+52	New	+$3.96K	﹤0.01%	981

Other funds holding IMCG

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

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

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

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

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

Sandy Spring Bank opened a new position in iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2025: 52 shares worth $3.71K. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings.

357 funds tracked by Wall St. Rank hold IMCG as of Q1 2025.

Sandy Spring Bank held 52 shares of iShares Morningstar Mid-Cap Growth ETF worth $3.71K as of Q1 2025.
iShares Morningstar Mid-Cap Growth ETF was a new Sandy Spring Bank position in Q1 2025.
iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #981 holding.
357 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2025.

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