Sandy Spring Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.77M	Sell	15,058 -455	-3%	-$58.5K	0.07%	183
2024 Q4	$1.97M	Sell	15,513 -289	-2%	-$36.7K	0.08%	175
2024 Q3	$1.85M	Sell	15,802 -87	-0.5%	-$9.73K	0.08%	180
2024 Q2	$1.75M	Sell	15,889 -802	-5%	-$88.1K	0.08%	174
2024 Q1	$1.91M	Sell	16,691 -319	-2%	-$34.5K	0.09%	170
2023 Q4	$1.78M	Sell	17,010 -155	-0.9%	-$14.7K	0.09%	166
2023 Q3	$1.57M	Buy	17,165 +75	+0.4%	+$7.17K	0.09%	172
2023 Q2	$1.65M	Buy	17,090 +4,529	+36%	+$413K	0.09%	176
2023 Q1	$1.14M	Hold	12,561	–	–	0.06%	197
2022 Q4	$1.05M	Sell	12,561 -390	-3%	-$32.8K	0.06%	199
2022 Q3	$1.01M	Sell	12,951 -280	-2%	-$24.1K	0.06%	196
2022 Q2	$1.05M	Sell	13,231 -2,235	-14%	-$195K	0.06%	199
2022 Q1	$1.55M	Sell	15,466 -1,075	-6%	-$107K	0.08%	181
2021 Q4	$1.91M	Sell	16,541 -276	-2%	-$32.2K	0.09%	170
2021 Q3	$1.89M	Sell	16,817 -374	-2%	-$43K	0.1%	168
2021 Q2	$1.95M	Sell	17,191 -1,063	-6%	-$114K	0.1%	169
2021 Q1	$1.86M	Buy	18,254 +53	+0.3%	+$5.54K	0.11%	167
2020 Q4	$1.87M	Sell	18,201 -265	-1%	-$25.2K	0.11%	158
2020 Q3	$1.6M	Sell	18,466 -8,712	-32%	-$735K	0.11%	161
2020 Q2	$2.15M	Sell	27,178 -132	-0.5%	-$9.57K	0.16%	128
2020 Q1	$1.66M	Buy	27,310 +108	+0.4%	+$7.87K	0.15%	145
2019 Q4	$2.08M	Sell	27,202 -120	-0.4%	-$8.8K	0.15%	144
2019 Q3	$1.93M	Sell	27,322 -220	-0.8%	-$15.8K	0.15%	141
2019 Q2	$1.96M	Buy	27,542 +1,310	+5%	+$91.1K	0.16%	138
2019 Q1	$1.78M	Sell	26,232 -696	-3%	-$44.7K	0.15%	143
2018 Q4	$1.53M	Sell	26,928 -162	-0.6%	-$9.86K	0.15%	148
2018 Q3	$1.84M	Sell	27,090 -950	-3%	-$63.2K	0.15%	152
2018 Q2	$1.78M	Sell	28,040 -2,520	-8%	-$159K	0.15%	153
2018 Q1	$1.88M	Sell	30,560 -8,838	-22%	-$552K	0.17%	148
2017 Q4	$2.38M	Sell	39,398 -17,428	-31%	-$1.02M	0.22%	127
2017 Q3	$3.22M	Sell	56,826 -1,290	-2%	-$70.8K	0.31%	86
2017 Q2	$3.14M	Buy	58,116 +430	+0.7%	+$22.9K	0.31%	83
2017 Q1	$2.99M	Buy	57,686 +3,278	+6%	+$167K	0.3%	90
2016 Q4	$2.65M	Buy	54,408 +2,900	+6%	+$140K	0.28%	93
2016 Q3	$2.51M	Buy	51,508 +2,120	+4%	+$103K	0.27%	98
2016 Q2	$2.31M	Sell	49,388 -5,562	-10%	-$257K	0.26%	103
2016 Q1	$2.53M	Buy	54,950 +19,674	+56%	+$850K	0.29%	89
2015 Q4	$1.62M	Buy	35,276 +1,140	+3%	+$53K	0.19%	131
2015 Q3	$1.51M	Buy	34,136 +31,436	+1,164%	+$1.49M	0.19%	139
2015 Q2	$130K	Buy	2,700 +100	+4%	+$4.94K	0.01%	330
2015 Q1	$128K	Buy	2,600 +590	+29%	+$28.2K	0.01%	327
2014 Q4	$94K	Sell	2,010 -30	-1%	-$1.36K	0.01%	334
2014 Q3	$90K	Buy	2,040 +600	+42%	+$26.8K	0.01%	341
2014 Q2	$64K	Buy	1,440 +298	+26%	+$12.8K	0.01%	387
2014 Q1	$49K	Sell	1,142 -418	-27%	-$17.8K	0.01%	377
2013 Q4	$66K	Buy	1,560 +410	+36%	+$16.6K	0.01%	349
2013 Q3	$45K	Hold	1,150	–	–	0.01%	371
2013 Q2	$42K	Buy	+1,150	New	+$41.1K	0.01%	370

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sandy Spring Bank reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.9% in Q1 2025, selling an estimated $58.5K and leaving 15,058 shares worth $1.77M. The position accounts for 0.07% of the portfolio, ranked #183.

Sandy Spring Bank first reported a position in IWP in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.22M in Q3 2017. 1,086 funds tracked by Wall St. Rank hold IWP as of Q1 2025.

Sandy Spring Bank held 15,058 shares of iShares Russell Mid-Cap Growth ETF worth $1.77M as of Q1 2025.
Sandy Spring Bank sold 455 iShares Russell Mid-Cap Growth ETF shares in Q1 2025, an estimated $58.5K.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Sandy Spring Bank's portfolio in Q1 2025, its #183 holding.
Sandy Spring Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's iShares Russell Mid-Cap Growth ETF position peaked at $3.22M in Q3 2017.
1,086 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2025.

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