Sandy Spring Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$629K	Sell	6,776 -575	-8%	-$58K	0.03%	261
2024 Q4	$746K	Buy	7,351 +72	+1%	+$7.18K	0.03%	254
2024 Q3	$697K	Sell	7,279 -826	-10%	-$76.3K	0.03%	264
2024 Q2	$750K	Buy	8,105 +620	+8%	+$53.5K	0.03%	252
2024 Q1	$632K	Sell	7,485 -105	-1%	-$8.44K	0.03%	263
2023 Q4	$570K	Sell	7,590 -101	-1%	-$7.19K	0.03%	267
2023 Q3	$526K	Sell	7,691 -33	-0.4%	-$2.33K	0.03%	259
2023 Q2	$544K	Buy	7,724 +230	+3%	+$15.2K	0.03%	253
2023 Q1	$479K	Buy	7,494 +1,753	+31%	+$107K	0.03%	258
2022 Q4	$336K	Sell	5,741 -1,832	-24%	-$110K	0.02%	284
2022 Q3	$437K	Sell	7,573 -1,140	-13%	-$74.1K	0.03%	254
2022 Q2	$526K	Hold	8,713	–	–	0.03%	243
2022 Q1	$666K	Sell	8,713 -97	-1%	-$7.29K	0.03%	235
2021 Q4	$738K	Buy	8,810 +443	+5%	+$35.7K	0.04%	239
2021 Q3	$618K	Sell	8,367 -1,407	-14%	-$107K	0.03%	243
2021 Q2	$711K	Sell	9,774 -864	-8%	-$59.8K	0.04%	232
2021 Q1	$693K	Sell	10,638 -840	-7%	-$54.3K	0.04%	225
2020 Q4	$733K	Sell	11,478 -982	-8%	-$59.5K	0.04%	214
2020 Q3	$720K	Sell	12,460 -1,324	-10%	-$74.9K	0.05%	205
2020 Q2	$715K	Hold	13,784	–	–	0.05%	205
2020 Q1	$568K	Sell	13,784 -160	-1%	-$7.57K	0.05%	202
2019 Q4	$675K	Sell	13,944 -568	-4%	-$26.3K	0.05%	215
2019 Q3	$653K	Buy	14,512 +2,792	+24%	+$126K	0.05%	216
2019 Q2	$526K	Hold	11,720	–	–	0.04%	227
2019 Q1	$505K	Sell	11,720 -860	-7%	-$35.2K	0.04%	225
2018 Q4	$473K	Sell	12,580 -120	-0.9%	-$4.86K	0.05%	221
2018 Q3	$563K	Hold	12,700	–	–	0.05%	222
2018 Q2	$516K	Buy	12,700 +3,608	+40%	+$145K	0.04%	222
2018 Q1	$353K	Buy	9,092 +844	+10%	+$33.7K	0.03%	255
2017 Q4	$315K	Sell	8,248 -160	-2%	-$5.98K	0.03%	250
2017 Q3	$301K	Sell	8,408 -404	-5%	-$14.2K	0.03%	258
2017 Q2	$301K	Buy	8,812 +404	+5%	+$13.7K	0.03%	256
2017 Q1	$276K	Buy	8,408 +264	+3%	+$8.47K	0.03%	261
2016 Q4	$248K	Buy	8,144 +3,200	+65%	+$96.7K	0.03%	269
2016 Q3	$150K	Hold	4,944	–	–	0.02%	311
2016 Q2	$144K	Buy	4,944 +280	+6%	+$8.13K	0.02%	317
2016 Q1	$135K	Buy	4,664 +1,852	+66%	+$51K	0.02%	317
2015 Q4	$81K	Hold	2,812	–	–	0.01%	354
2015 Q3	$76K	Hold	2,812	–	–	0.01%	382
2015 Q2	$80K	Hold	2,812	–	–	0.01%	404
2015 Q1	$80K	Hold	2,812	–	–	0.01%	388
2014 Q4	$78K	Hold	2,812	–	–	0.01%	354
2014 Q3	$75K	Hold	2,812	–	–	0.01%	364
2014 Q2	$74K	Hold	2,812	–	–	0.01%	367
2014 Q1	$70K	Hold	2,812	–	–	0.01%	337
2013 Q4	$69K	Hold	2,812	–	–	0.01%	344
2013 Q3	$63K	Sell	2,812 -112	-4%	-$2.47K	0.01%	340
2013 Q2	$61K	Buy	+2,924	New	+$62K	0.01%	326

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sandy Spring Bank reduced its iShares S&P 500 Growth ETF (IVW) stake by 7.8% in Q1 2025, selling an estimated $58K and leaving 6,776 shares worth $629K. The position accounts for 0.03% of the portfolio, ranked #261.

Sandy Spring Bank first reported a position in IVW in Q2 2013 and has held it in 48 quarters since. The position peaked at $750K in Q2 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

Sandy Spring Bank held 6,776 shares of iShares S&P 500 Growth ETF worth $629K as of Q1 2025.
Sandy Spring Bank sold 575 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $58K.
iShares S&P 500 Growth ETF made up 0.03% of Sandy Spring Bank's portfolio in Q1 2025, its #261 holding.
Sandy Spring Bank first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's iShares S&P 500 Growth ETF position peaked at $750K in Q2 2024.
1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

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