Sandy Spring Bank’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-70	Closed	-$16.5K	–	1268
2024 Q4	$16.5K	Hold	70	–	–	﹤0.01%	781
2024 Q3	$15.4K	Buy	70 +12	+21%	+$2.55K	﹤0.01%	793
2024 Q2	$12.4K	Buy	58 +57	+5,700%	+$11.4K	﹤0.01%	844
2024 Q1	$196	Buy	+1	New	+$187	﹤0.01%	1190
2022 Q4	–	Sell	-509	Closed	-$61K	–	1181
2022 Q3	$61K	Hold	509	–	–	﹤0.01%	479
2022 Q2	$64K	Hold	509	–	–	﹤0.01%	472
2022 Q1	$81K	Hold	509	–	–	﹤0.01%	454
2021 Q4	$88K	Hold	509	–	–	﹤0.01%	464
2021 Q3	$78K	Hold	509	–	–	﹤0.01%	466
2021 Q2	$77K	Hold	509	–	–	﹤0.01%	480
2021 Q1	$68K	Hold	509	–	–	﹤0.01%	474
2020 Q4	$68K	Buy	+509	New	+$64.2K	﹤0.01%	443

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Sandy Spring Bank sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2025, closing a stake of 70 shares — an estimated $16.5K sold.

Sandy Spring Bank first reported a position in IWY in Q4 2020 and held it in 12 quarters. The position peaked at $88K in Q4 2021. 555 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

Sandy Spring Bank reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 70 iShares Russell Top 200 Growth ETF shares in Q1 2025, an estimated $16.5K.
Sandy Spring Bank first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and held it in 12 quarters.
Sandy Spring Bank's iShares Russell Top 200 Growth ETF position peaked at $88K in Q4 2021.
555 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

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