SSB
ITA icon

Sandy Spring Bank’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Sandy Spring Bank’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$4.59K Sell
30
-122
-80% -$18.6K ﹤0.01% 957
2024
Q4 		$22.1K Hold
152
– – ﹤0.01% 731
2024
Q3 		$22.7K Hold
152
– – ﹤0.01% 733
2024
Q2 		$20K Buy
152
+1
+0.7% +$133 ﹤0.01% 760
2024
Q1 		$20K Hold
151
– – ﹤0.01% 742
2023
Q4 		$19.1K Sell
151
-175
-54% -$20.2K ﹤0.01% 712
2023
Q3 		$34.5K Hold
326
– – ﹤0.01% 611
2023
Q2 		$38K Buy
326
+41
+14% +$4.66K ﹤0.01% 594
2023
Q1 		$32.8K Buy
285
+75
+36% +$8.53K ﹤0.01% 606
2022
Q4 		$23.5K Sell
210
-19
-8% -$2.02K ﹤0.01% 664
2022
Q3 		$21K Sell
229
-10
-4% -$1.01K ﹤0.01% 666
2022
Q2 		$24K Buy
239
+20
+9% +$2.06K ﹤0.01% 663
2022
Q1 		$24K Buy
219
+109
+99% +$11.6K ﹤0.01% 676
2021
Q4 		$11K Hold
110
– – ﹤0.01% 889
2021
Q3 		$11K Buy
+110
New +$11.7K ﹤0.01% 860
2015
Q1 		– Sell
-286
Closed -$16K – 913
2014
Q4 		$16K Hold
286
– – ﹤0.01% 566
2014
Q3 		$15K Hold
286
– – ﹤0.01% 578
2014
Q2 		$15K Buy
+286
New +$15.6K ﹤0.01% 570

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sandy Spring Bank reduced its iShares US Aerospace & Defense ETF (ITA) stake by 80% in Q1 2025, selling an estimated $18.6K and leaving 30 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Sandy Spring Bank first reported a position in ITA in Q2 2014 and has held it in 18 quarters since. The position peaked at $38K in Q2 2023. 698 funds tracked by Wall St. Rank hold ITA as of Q1 2025.

  • Sandy Spring Bank held 30 shares of iShares US Aerospace & Defense ETF worth $4.59K as of Q1 2025.
  • Sandy Spring Bank sold 122 iShares US Aerospace & Defense ETF shares in Q1 2025, an estimated $18.6K.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #957 holding.
  • Sandy Spring Bank first reported a position in iShares US Aerospace & Defense ETF in Q2 2014 and has held it in 18 quarters since.
  • Sandy Spring Bank's iShares US Aerospace & Defense ETF position peaked at $38K in Q2 2023.
  • 698 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2025.

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