Sandy Spring Bank’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$392K	Hold	1,535	–	–	0.02%	307
2024 Q4	$442K	Hold	1,535	–	–	0.02%	296
2024 Q3	$436K	Buy	1,535 +1	+0.1%	+$274	0.02%	299
2024 Q2	$403K	Sell	1,534 -78	-5%	-$20.2K	0.02%	299
2024 Q1	$437K	Buy	1,612 +385	+31%	+$98.4K	0.02%	291
2023 Q4	$310K	Sell	1,227 -41	-3%	-$9.24K	0.02%	315
2023 Q3	$284K	Buy	1,268 +2	+0.2%	+$479	0.02%	309
2023 Q2	$307K	Buy	1,266 +39	+3%	+$8.94K	0.02%	302
2023 Q1	$278K	Buy	1,227 +1	+0.1%	+$229	0.02%	311
2022 Q4	$263K	Buy	1,226 +521	+74%	+$114K	0.02%	311
2022 Q3	$146K	Buy	705 +22	+3%	+$4.95K	0.01%	358
2022 Q2	$141K	Hold	683	–	–	0.01%	361
2022 Q1	$175K	Hold	683	–	–	0.01%	344
2021 Q4	$201K	Hold	683	–	–	0.01%	334
2021 Q3	$201K	Hold	683	–	–	0.01%	331
2021 Q2	$212K	Hold	683	–	–	0.01%	329
2021 Q1	$205K	Sell	683 -17	-2%	-$5.28K	0.01%	321
2020 Q4	$201K	Hold	700	–	–	0.01%	319
2020 Q3	$154K	Sell	700 -27	-4%	-$5.91K	0.01%	320
2020 Q2	$150K	Hold	727	–	–	0.01%	313
2020 Q1	$115K	Buy	727 +88	+14%	+$17.5K	0.01%	325
2019 Q4	$136K	Hold	639	–	–	0.01%	333
2019 Q3	$123K	Hold	639	–	–	0.01%	346
2019 Q2	$129K	Hold	639	–	–	0.01%	335
2019 Q1	$126K	Hold	639	–	–	0.01%	333
2018 Q4	$107K	Buy	639 +275	+76%	+$51.3K	0.01%	351
2018 Q3	$79K	Hold	364	–	–	0.01%	401
2018 Q2	$74K	Hold	364	–	–	0.01%	416
2018 Q1	$69K	Hold	364	–	–	0.01%	424
2017 Q4	$68K	Hold	364	–	–	0.01%	401
2017 Q3	$65K	Buy	364 +194	+114%	+$33K	0.01%	406
2017 Q2	$29K	Buy	+170	New	+$28K	﹤0.01%	527
2017 Q1	–	Sell	-48	Closed	-$7K	–	853
2016 Q4	$7K	Hold	48	–	–	﹤0.01%	703
2016 Q3	$7K	Hold	48	–	–	﹤0.01%	692
2016 Q2	$7K	Buy	+48	New	+$6.48K	﹤0.01%	726
2016 Q1	–	Sell	-142	Closed	-$20K	–	958
2015 Q4	$20K	Hold	142	–	–	﹤0.01%	555
2015 Q3	$19K	Buy	+142	New	+$21K	﹤0.01%	570
2015 Q2	–	Sell	-222	Closed	-$34K	–	979
2015 Q1	$34K	Buy	222 +80	+56%	+$11.7K	﹤0.01%	503
2014 Q4	$20K	Hold	142	–	–	﹤0.01%	540
2014 Q3	$18K	Sell	142 -370	-72%	-$49.6K	﹤0.01%	556
2014 Q2	$71K	Buy	512 +75	+17%	+$9.86K	0.01%	371
2014 Q1	$59K	Buy	437 +295	+208%	+$40.3K	0.01%	352
2013 Q4	$19K	Hold	142	–	–	﹤0.01%	492
2013 Q3	$18K	Hold	142	–	–	﹤0.01%	486
2013 Q2	$16K	Buy	+142	New	+$15.5K	﹤0.01%	475

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Sandy Spring Bank held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2025 at 1,535 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #307.

Sandy Spring Bank first reported a position in IWO in Q2 2013 and has held it in 45 quarters since. The position peaked at $442K in Q4 2024. 957 funds tracked by Wall St. Rank hold IWO as of Q1 2025.

Sandy Spring Bank held 1,535 shares of iShares Russell 2000 Growth ETF worth $392K as of Q1 2025.
Sandy Spring Bank left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2025.
iShares Russell 2000 Growth ETF made up 0.02% of Sandy Spring Bank's portfolio in Q1 2025, its #307 holding.
Sandy Spring Bank first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 45 quarters since.
Sandy Spring Bank's iShares Russell 2000 Growth ETF position peaked at $442K in Q4 2024.
957 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2025.

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