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

Sandy Spring Bank’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$3.34M Buy
39,251
+78
+0.2% +$6.96K 0.14% 131
2024
Q4 		$3.46M Buy
39,173
+97
+0.2% +$8.8K 0.14% 134
2024
Q3 		$3.44M Sell
39,076
-772
-2% -$65K 0.14% 131
2024
Q2 		$3.23M Sell
39,848
-95
-0.2% -$7.73K 0.14% 131
2024
Q1 		$3.36M Sell
39,943
-2,695
-6% -$214K 0.15% 131
2023
Q4 		$3.31M Buy
42,638
+1,332
+3% +$94.6K 0.16% 127
2023
Q3 		$2.86M Sell
41,306
-6,316
-13% -$461K 0.16% 128
2023
Q2 		$3.48M Sell
47,622
-56
-0.1% -$3.9K 0.19% 114
2023
Q1 		$3.33M Buy
47,678
+245
+0.5% +$17.3K 0.19% 120
2022
Q4 		$3.2M Sell
47,433
-11,669
-20% -$787K 0.19% 120
2022
Q3 		$3.67M Buy
59,102
+205
+0.3% +$14.1K 0.23% 107
2022
Q2 		$3.81M Sell
58,897
-4,433
-7% -$316K 0.23% 109
2022
Q1 		$4.94M Sell
63,330
-1,034
-2% -$79.6K 0.25% 98
2021
Q4 		$5.34M Sell
64,364
-221
-0.3% -$18.1K 0.25% 95
2021
Q3 		$5.05M Buy
64,585
+996
+2% +$79.8K 0.27% 93
2021
Q2 		$5.04M Sell
63,589
-7,843
-11% -$608K 0.27% 94
2021
Q1 		$5.28M Sell
71,432
-954
-1% -$69K 0.3% 82
2020
Q4 		$4.96M Sell
72,386
-3,581
-5% -$228K 0.3% 84
2020
Q3 		$4.36M Sell
75,967
-1,852
-2% -$105K 0.3% 82
2020
Q2 		$4.17M Buy
77,819
+483
+0.6% +$24.2K 0.31% 84
2020
Q1 		$3.34M Sell
77,336
-3,284
-4% -$181K 0.3% 86
2019
Q4 		$4.81M Sell
80,620
-50
-0.1% -$2.87K 0.35% 73
2019
Q3 		$4.51M Buy
80,670
+3,612
+5% +$202K 0.35% 73
2019
Q2 		$4.3M Buy
77,058
+1,171
+2% +$64.2K 0.35% 78
2019
Q1 		$4.09M Sell
75,887
-2,345
-3% -$121K 0.35% 80
2018
Q4 		$3.64M Buy
78,232
+29,296
+60% +$1.48M 0.35% 77
2018
Q3 		$2.7M Sell
48,936
-428
-0.9% -$23.5K 0.22% 113
2018
Q2 		$2.62M Sell
49,364
-572
-1% -$30.1K 0.23% 118
2018
Q1 		$2.58M Buy
49,936
+4,176
+9% +$220K 0.23% 121
2017
Q4 		$2.38M Sell
45,760
-60
-0.1% -$3.04K 0.22% 126
2017
Q3 		$2.26M Sell
45,820
-456
-1% -$22K 0.22% 125
2017
Q2 		$2.22M Buy
46,276
+3,620
+8% +$172K 0.22% 129
2017
Q1 		$2M Sell
42,656
-132
-0.3% -$6.12K 0.2% 140
2016
Q4 		$1.91M Buy
42,788
+4
+0% +$175 0.2% 139
2016
Q3 		$1.86M Hold
42,784
– – 0.2% 136
2016
Q2 		$1.8M Sell
42,784
-3,500
-8% -$144K 0.21% 131
2016
Q1 		$1.89M Sell
46,284
-2,256
-5% -$85.8K 0.22% 121
2015
Q4 		$1.94M Sell
48,540
-664
-1% -$27.1K 0.23% 113
2015
Q3 		$1.91M Sell
49,204
-816
-2% -$33.8K 0.23% 113
2015
Q2 		$2.13M Buy
50,020
+1,720
+4% +$74.8K 0.24% 106
2015
Q1 		$2.09M Buy
48,300
+1,220
+3% +$51.9K 0.24% 107
2014
Q4 		$1.97M Hold
47,080
– – 0.24% 116
2014
Q3 		$1.86M Buy
47,080
+104
+0.2% +$4.19K 0.23% 115
2014
Q2 		$1.91M Buy
46,976
+41,376
+739% +$1.61M 0.24% 115
2014
Q1 		$217K Sell
5,600
-37,812
-87% -$1.43M 0.03% 249
2013
Q4 		$1.63M Sell
43,412
-224
-0.5% -$8.1K 0.23% 119
2013
Q3 		$1.52M Sell
43,636
-3,540
-8% -$121K 0.23% 121
2013
Q2 		$1.53M Buy
+47,176
New +$1.53M 0.24% 117

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.2% in Q1 2025, buying an estimated $6.96K and bringing the position to 39,251 shares worth $3.34M. The position accounts for 0.14% of the portfolio, ranked #131.

Sandy Spring Bank first reported a position in IWR in Q2 2013 and has held it in 48 quarters since. The position peaked at $5.34M in Q4 2021. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

  • Sandy Spring Bank held 39,251 shares of iShares Russell Mid-Cap ETF worth $3.34M as of Q1 2025.
  • Sandy Spring Bank bought 78 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $6.96K.
  • iShares Russell Mid-Cap ETF made up 0.14% of Sandy Spring Bank's portfolio in Q1 2025, its #131 holding.
  • Sandy Spring Bank first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 48 quarters since.
  • Sandy Spring Bank's iShares Russell Mid-Cap ETF position peaked at $5.34M in Q4 2021.
  • 1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

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