Sandy Spring Bank’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.23M | Sell |
11,172
-463
| -4% | -$92.4K | 0.09% | 164 |
|
|
2024
Q4 | $2.57M | Sell |
11,635
-186
| -2% | -$41.1K | 0.1% | 154 |
|
|
2024
Q3 | $2.61M | Sell |
11,821
-177
| -1% | -$39.1K | 0.11% | 154 |
|
|
2024
Q2 | $2.43M | Sell |
11,998
-1,513
| -11% | -$307K | 0.11% | 153 |
|
|
2024
Q1 | $2.84M | Sell |
13,511
-166
| -1% | -$34.9K | 0.13% | 139 |
|
|
2023
Q4 | $2.75M | Buy |
13,677
+483
| +4% | +$96.9K | 0.14% | 137 |
|
|
2023
Q3 | $2.33M | Sell |
13,194
-348
| -3% | -$61.5K | 0.13% | 144 |
|
|
2023
Q2 | $2.54M | Buy |
13,542
+148
| +1% | +$27.7K | 0.14% | 140 |
|
|
2023
Q1 | $2.39M | Buy |
13,394
+124
| +0.9% | +$22.1K | 0.14% | 143 |
|
|
2022
Q4 | $2.31M | Sell |
13,270
-252
| -2% | -$43.9K | 0.14% | 144 |
|
|
2022
Q3 | $2.23M | Sell |
13,522
-1,272
| -9% | -$210K | 0.14% | 139 |
|
|
2022
Q2 | $2.51M | Buy |
14,794
+1,885
| +15% | +$319K | 0.15% | 137 |
|
|
2022
Q1 | $2.65M | Buy |
12,909
+22
| +0.2% | +$4.52K | 0.13% | 138 |
|
|
2021
Q4 | $2.87M | Buy |
12,887
+819
| +7% | +$182K | 0.14% | 141 |
|
|
2021
Q3 | $2.64M | Buy |
12,068
+1,224
| +11% | +$268K | 0.14% | 140 |
|
|
2021
Q2 | $2.49M | Sell |
10,844
-813
| -7% | -$186K | 0.13% | 150 |
|
|
2021
Q1 | $2.58M | Buy |
11,657
+253
| +2% | +$55.9K | 0.15% | 138 |
|
|
2020
Q4 | $2.24M | Buy |
11,404
+433
| +4% | +$84.9K | 0.14% | 148 |
|
|
2020
Q3 | $1.64M | Sell |
10,971
-276
| -2% | -$41.3K | 0.11% | 157 |
|
|
2020
Q2 | $1.61M | Sell |
11,247
-5,900
| -34% | -$845K | 0.12% | 155 |
|
|
2020
Q1 | $1.96M | Buy |
17,147
+394
| +2% | +$45.1K | 0.18% | 124 |
|
|
2019
Q4 | $2.78M | Sell |
16,753
-326
| -2% | -$54K | 0.2% | 113 |
|
|
2019
Q3 | $2.59M | Buy |
17,079
+2,332
| +16% | +$353K | 0.2% | 115 |
|
|
2019
Q2 | $2.29M | Buy |
14,747
+1,332
| +10% | +$207K | 0.18% | 123 |
|
|
2019
Q1 | $2.05M | Hold |
13,415
| – | – | 0.17% | 132 |
|
|
2018
Q4 | $1.8M | Buy |
13,415
+4,745
| +55% | +$635K | 0.17% | 137 |
|
|
2018
Q3 | $1.46M | Sell |
8,670
-60
| -0.7% | -$10.1K | 0.12% | 162 |
|
|
2018
Q2 | $1.43M | Sell |
8,730
-1,557
| -15% | -$255K | 0.12% | 159 |
|
|
2018
Q1 | $1.56M | Buy |
10,287
+495
| +5% | +$75.2K | 0.14% | 161 |
|
|
2017
Q4 | $1.49M | Hold |
9,792
| – | – | 0.14% | 160 |
|
|
2017
Q3 | $1.45M | Buy |
9,792
+200
| +2% | +$29.6K | 0.14% | 161 |
|
|
2017
Q2 | $1.35M | Buy |
9,592
+1,131
| +13% | +$159K | 0.13% | 168 |
|
|
2017
Q1 | $1.16M | Sell |
8,461
-50
| -0.6% | -$6.87K | 0.12% | 177 |
|
|
2016
Q4 | $1.15M | Buy |
8,511
+25
| +0.3% | +$3.37K | 0.12% | 179 |
|
|
2016
Q3 | $1.05M | Buy |
8,486
+3,698
| +77% | +$459K | 0.11% | 178 |
|
|
2016
Q2 | $551K | Sell |
4,788
-189
| -4% | -$21.8K | 0.06% | 209 |
|
|
2016
Q1 | $551K | Buy |
4,977
+213
| +4% | +$23.6K | 0.06% | 209 |
|
|
2015
Q4 | $537K | Sell |
4,764
-245
| -5% | -$27.6K | 0.06% | 212 |
|
|
2015
Q3 | $547K | Sell |
5,009
-31
| -0.6% | -$3.39K | 0.07% | 206 |
|
|
2015
Q2 | $629K | Sell |
5,040
-15
| -0.3% | -$1.87K | 0.07% | 198 |
|
|
2015
Q1 | $628K | Buy |
5,055
+170
| +3% | +$21.1K | 0.07% | 195 |
|
|
2014
Q4 | $585K | Sell |
4,885
-74
| -1% | -$8.86K | 0.07% | 196 |
|
|
2014
Q3 | $543K | Buy |
4,959
+122
| +3% | +$13.4K | 0.07% | 204 |
|
|
2014
Q2 | $575K | Buy |
4,837
+3,669
| +314% | +$436K | 0.07% | 197 |
|
|
2014
Q1 | $136K | Sell |
1,168
-1,782
| -60% | -$207K | 0.02% | 282 |
|
|
2013
Q4 | $340K | Buy |
2,950
+100
| +4% | +$11.5K | 0.05% | 220 |
|
|
2013
Q3 | $304K | Sell |
2,850
-200
| -7% | -$21.3K | 0.05% | 218 |
|
|
2013
Q2 | $296K | Buy |
+3,050
| New | +$296K | 0.05% | 215 |
|