Sandy Spring Bank’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$198K	Hold	624	–	–	0.01%	365
2024 Q4	$209K	Hold	624	–	–	0.01%	372
2024 Q3	$204K	Hold	624	–	–	0.01%	379
2024 Q2	$193K	Hold	624	–	–	0.01%	368
2024 Q1	$187K	Hold	624	–	–	0.01%	375
2023 Q4	$171K	Hold	624	–	–	0.01%	377
2023 Q3	$153K	Hold	624	–	–	0.01%	376
2023 Q2	$159K	Hold	624	–	–	0.01%	380
2023 Q1	$147K	Sell	624 -3,535	-85%	-$816K	0.01%	387
2022 Q4	$918K	Buy	4,159 +3,601	+645%	+$800K	0.05%	211
2022 Q3	$116K	Hold	558	–	–	0.01%	385
2022 Q2	$121K	Hold	558	–	–	0.01%	380
2022 Q1	$146K	Hold	558	–	–	0.01%	373
2021 Q4	$155K	Hold	558	–	–	0.01%	370
2021 Q3	$142K	Buy	+558	New	+$146K	0.01%	369
2015 Q2	–	Sell	-1,513	Closed	-$187K	–	980
2015 Q1	$187K	Buy	+1,513	New	+$186K	0.02%	293
2014 Q1	–	Sell	-6	Closed	-$1K	–	756
2013 Q4	$1K	Buy	+6	New	+$637	﹤0.01%	656

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

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

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

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

Sandy Spring Bank held its iShares Russell 3000 ETF (IWV) position steady in Q1 2025 at 624 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #365.

Sandy Spring Bank first reported a position in IWV in Q4 2013 and has held it in 17 quarters since. The position peaked at $918K in Q4 2022. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

Sandy Spring Bank held 624 shares of iShares Russell 3000 ETF worth $198K as of Q1 2025.
Sandy Spring Bank left its iShares Russell 3000 ETF share count unchanged in Q1 2025.
iShares Russell 3000 ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #365 holding.
Sandy Spring Bank first reported a position in iShares Russell 3000 ETF in Q4 2013 and has held it in 17 quarters since.
Sandy Spring Bank's iShares Russell 3000 ETF position peaked at $918K in Q4 2022.
804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

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