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Sandy Spring Bank’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Sandy Spring Bank’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.48M Sell
27,480
-380
-1% -$37.5K 0.1% 159
2024
Q4 		$2.8M Sell
27,860
-484
-2% -$47.6K 0.11% 145
2024
Q3 		$2.66M Sell
28,344
-4,276
-13% -$388K 0.11% 152
2024
Q2 		$2.97M Buy
32,620
+4,180
+15% +$357K 0.13% 138
2024
Q1 		$2.4M Sell
28,440
-124
-0.4% -$9.99K 0.11% 154
2023
Q4 		$2.16M Buy
28,564
+228
+0.8% +$16.1K 0.11% 151
2023
Q3 		$1.88M Buy
28,336
+716
+3% +$49.4K 0.1% 160
2023
Q2 		$1.9M Buy
27,620
+1,812
+7% +$115K 0.1% 156
2023
Q1 		$1.58M Buy
25,808
+472
+2% +$27.2K 0.09% 173
2022
Q4 		$1.36M Sell
25,336
-228
-0.9% -$12.5K 0.08% 183
2022
Q3 		$1.34M Sell
25,564
-236
-0.9% -$13.9K 0.09% 177
2022
Q2 		$1.41M Sell
25,800
-800
-3% -$48K 0.08% 181
2022
Q1 		$1.85M Buy
26,600
+1,928
+8% +$132K 0.09% 169
2021
Q4 		$1.89M Buy
24,672
+2,040
+9% +$151K 0.09% 171
2021
Q3 		$1.55M Sell
22,632
-1,980
-8% -$140K 0.08% 179
2021
Q2 		$1.67M Sell
24,612
-620
-2% -$40K 0.09% 175
2021
Q1 		$1.53M Sell
25,232
-140
-0.6% -$8.52K 0.09% 178
2020
Q4 		$1.53M Sell
25,372
-2,772
-10% -$158K 0.09% 170
2020
Q3 		$1.53M Sell
28,144
-380
-1% -$20K 0.1% 166
2020
Q2 		$1.37M Sell
28,524
-432
-1% -$19K 0.1% 165
2020
Q1 		$1.09M Sell
28,956
-5,820
-17% -$251K 0.1% 168
2019
Q4 		$1.53M Buy
34,776
+1,252
+4% +$52.3K 0.11% 168
2019
Q3 		$1.34M Sell
33,524
-528
-2% -$21.2K 0.1% 174
2019
Q2 		$1.34M Sell
34,052
-920
-3% -$35.6K 0.11% 170
2019
Q1 		$1.32M Buy
34,972
+428
+1% +$15.4K 0.11% 166
2018
Q4 		$1.13M Buy
34,544
+9,756
+39% +$344K 0.11% 163
2018
Q3 		$967K Sell
24,788
-2,204
-8% -$83.5K 0.08% 184
2018
Q2 		$970K Sell
26,992
-6,324
-19% -$223K 0.08% 186
2018
Q1 		$1.13M Buy
33,316
+4,064
+14% +$142K 0.1% 186
2017
Q4 		$985K Sell
29,252
-6,020
-17% -$197K 0.09% 184
2017
Q3 		$1.1M Sell
35,272
-2,152
-6% -$65.9K 0.11% 178
2017
Q2 		$1.11M Sell
37,424
-960
-3% -$28.2K 0.11% 178
2017
Q1 		$1.09M Buy
38,384
+2,600
+7% +$72.1K 0.11% 182
2016
Q4 		$939K Sell
35,784
-200
-0.6% -$5.19K 0.1% 190
2016
Q3 		$937K Buy
35,984
+5,040
+16% +$131K 0.1% 187
2016
Q2 		$781K Buy
30,944
+460
+2% +$11.5K 0.09% 191
2016
Q1 		$760K Buy
30,484
+1,780
+6% +$42.1K 0.09% 190
2015
Q4 		$714K Buy
28,704
+3,636
+15% +$90.7K 0.08% 191
2015
Q3 		$583K Buy
25,068
+2,992
+14% +$73.6K 0.07% 200
2015
Q2 		$546K Buy
22,076
+1,300
+6% +$32.7K 0.06% 212
2015
Q1 		$514K Buy
20,776
+3,960
+24% +$96.7K 0.06% 211
2014
Q4 		$402K Hold
16,816
– – 0.05% 219
2014
Q3 		$385K Buy
16,816
+7,696
+84% +$176K 0.05% 229
2014
Q2 		$208K Buy
9,120
+1,784
+24% +$39.1K 0.03% 270
2014
Q1 		$159K Buy
7,336
+5,636
+332% +$121K 0.02% 273
2013
Q4 		$37K Buy
+1,700
New +$34.9K 0.01% 402

Other funds holding IWF

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sandy Spring Bank reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.4% in Q1 2025, selling an estimated $37.5K and leaving 27,480 shares worth $2.48M. The position accounts for 0.1% of the portfolio, ranked #159.

Sandy Spring Bank first reported a position in IWF in Q4 2013 and has held it in 46 quarters since. The position peaked at $2.97M in Q2 2024. 2,213 funds tracked by Wall St. Rank hold IWF as of Q1 2025.

  • Sandy Spring Bank held 27,480 shares of iShares Russell 1000 Growth ETF worth $2.48M as of Q1 2025.
  • Sandy Spring Bank sold 380 iShares Russell 1000 Growth ETF shares in Q1 2025, an estimated $37.5K.
  • iShares Russell 1000 Growth ETF made up 0.1% of Sandy Spring Bank's portfolio in Q1 2025, its #159 holding.
  • Sandy Spring Bank first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 46 quarters since.
  • Sandy Spring Bank's iShares Russell 1000 Growth ETF position peaked at $2.97M in Q2 2024.
  • 2,213 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2025.

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