Sandy Spring Bank’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $198K | Hold |
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|
2024
Q4 | $209K | Hold |
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|
2024
Q3 | $204K | Hold |
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|
2024
Q2 | $193K | Hold |
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|
2024
Q1 | $187K | Hold |
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|
2023
Q4 | $171K | Hold |
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|
2023
Q3 | $153K | Hold |
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|
2023
Q2 | $159K | Hold |
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|
2023
Q1 | $147K | Sell |
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|
2022
Q4 | $918K | Buy |
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|
2022
Q3 | $116K | Hold |
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|
2022
Q2 | $121K | Hold |
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|
2022
Q1 | $146K | Hold |
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|
2021
Q4 | $155K | Hold |
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|
2021
Q3 | $142K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $187K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1K | Buy |
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