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Sandy Spring Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sandy Spring Bank’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$3.86M Sell
20,507
-1,358
-6% -$259K 0.16% 123
2024
Q4 		$4.05M Sell
21,865
-493
-2% -$94.6K 0.16% 121
2024
Q3 		$4.24M Buy
22,358
+135
+0.6% +$24.6K 0.17% 117
2024
Q2 		$3.88M Buy
22,223
+1,592
+8% +$278K 0.17% 120
2024
Q1 		$3.7M Buy
20,631
+1,899
+10% +$321K 0.17% 125
2023
Q4 		$3.1M Sell
18,732
-2,528
-12% -$390K 0.15% 131
2023
Q3 		$3.23M Buy
21,260
+506
+2% +$80.3K 0.18% 121
2023
Q2 		$3.28M Sell
20,754
-133
-0.6% -$20.3K 0.17% 122
2023
Q1 		$3.18M Buy
20,887
+263
+1% +$40.6K 0.18% 126
2022
Q4 		$3.13M Buy
20,624
+1,259
+7% +$188K 0.19% 122
2022
Q3 		$2.63M Buy
19,365
+1,804
+10% +$271K 0.17% 130
2022
Q2 		$2.55M Sell
17,561
-204
-1% -$31.9K 0.15% 131
2022
Q1 		$2.95M Buy
17,765
+2,818
+19% +$463K 0.15% 132
2021
Q4 		$2.51M Buy
14,947
+2,946
+25% +$483K 0.12% 154
2021
Q3 		$1.88M Buy
12,001
+1,495
+14% +$240K 0.1% 169
2021
Q2 		$1.67M Buy
10,506
+1,323
+14% +$209K 0.09% 176
2021
Q1 		$1.39M Buy
9,183
+219
+2% +$31.7K 0.08% 184
2020
Q4 		$1.23M Buy
8,964
+1,248
+16% +$160K 0.07% 183
2020
Q3 		$911K Sell
7,716
-1,726
-18% -$205K 0.06% 194
2020
Q2 		$1.06M Buy
9,442
+1,686
+22% +$185K 0.08% 180
2020
Q1 		$769K Sell
7,756
-3,706
-32% -$462K 0.07% 186
2019
Q4 		$1.56M Buy
11,462
+2,878
+34% +$379K 0.11% 164
2019
Q3 		$1.1M Buy
8,584
+47
+0.6% +$5.97K 0.09% 183
2019
Q2 		$1.09M Sell
8,537
-61
-0.7% -$7.63K 0.09% 180
2019
Q1 		$1.06M Sell
8,598
-151
-2% -$18.1K 0.09% 178
2018
Q4 		$972K Buy
8,749
+242
+3% +$29K 0.09% 175
2018
Q3 		$1.08M Buy
8,507
+862
+11% +$108K 0.09% 179
2018
Q2 		$928K Sell
7,645
-2,604
-25% -$317K 0.08% 189
2018
Q1 		$1.23M Buy
10,249
+2,792
+37% +$348K 0.11% 178
2017
Q4 		$927K Sell
7,457
-2,715
-27% -$329K 0.08% 190
2017
Q3 		$1.21M Buy
10,172
+1,365
+15% +$159K 0.12% 174
2017
Q2 		$1.03M Buy
8,807
+948
+12% +$109K 0.1% 183
2017
Q1 		$903K Buy
7,859
+700
+10% +$80.3K 0.09% 194
2016
Q4 		$802K Buy
7,159
+180
+3% +$19.5K 0.08% 199
2016
Q3 		$737K Buy
6,979
+249
+4% +$26.3K 0.08% 200
2016
Q2 		$695K Buy
6,730
+220
+3% +$22.2K 0.08% 198
2016
Q1 		$643K Buy
6,510
+228
+4% +$21.4K 0.07% 199
2015
Q4 		$614K Buy
6,282
+200
+3% +$19.9K 0.07% 199
2015
Q3 		$567K Sell
6,082
-755
-11% -$74.9K 0.07% 203
2015
Q2 		$706K Buy
6,837
+805
+13% +$84.4K 0.08% 190
2015
Q1 		$622K Buy
6,032
+804
+15% +$83.3K 0.07% 197
2014
Q4 		$546K Buy
5,228
+200
+4% +$20.4K 0.07% 201
2014
Q3 		$503K Buy
5,028
+1,437
+40% +$146K 0.06% 211
2014
Q2 		$364K Buy
3,591
+1,420
+65% +$139K 0.05% 231
2014
Q1 		$210K Buy
2,171
+566
+35% +$53K 0.03% 252
2013
Q4 		$151K Hold
1,605
– – 0.02% 281
2013
Q3 		$138K Hold
1,605
– – 0.02% 277
2013
Q2 		$134K Buy
+1,605
New +$134K 0.02% 269

Other funds holding IWD

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Sandy Spring Bank reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.2% in Q1 2025, selling an estimated $259K and leaving 20,507 shares worth $3.86M. The position accounts for 0.16% of the portfolio, ranked #123.

Sandy Spring Bank first reported a position in IWD in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.24M in Q3 2024. 1,715 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

  • Sandy Spring Bank held 20,507 shares of iShares Russell 1000 Value ETF worth $3.86M as of Q1 2025.
  • Sandy Spring Bank sold 1,358 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $259K.
  • iShares Russell 1000 Value ETF made up 0.16% of Sandy Spring Bank's portfolio in Q1 2025, its #123 holding.
  • Sandy Spring Bank first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 48 quarters since.
  • Sandy Spring Bank's iShares Russell 1000 Value ETF position peaked at $4.24M in Q3 2024.
  • 1,715 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

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