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