Sandy Spring Bank’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$832K | 0.01% | 387 |
|
|
2022
Q4 | $918K | Buy |
4,159
+3,601
| +645% | +$795K | 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 | +$142K | 0.01% | 369 |
|
|
2015
Q2 | – | Sell |
-1,513
| Closed | -$187K | – | 980 |
|
|
2015
Q1 | $187K | Buy |
+1,513
| New | +$187K | 0.02% | 293 |
|
|
2014
Q1 | – | Sell |
-6
| Closed | -$1K | – | 756 |
|
|
2013
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 656 |
|