Sandy Spring Bank’s iShares Global Energy ETF IXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$7.49K	Hold	178	–	–	﹤0.01%	890
2024 Q4	$6.8K	Hold	178	–	–	﹤0.01%	928
2024 Q3	$7.21K	Hold	178	–	–	﹤0.01%	912
2024 Q2	$7.39K	Hold	178	–	–	﹤0.01%	925
2024 Q1	$7.65K	Buy	+178	New	+$7.05K	﹤0.01%	897
2019 Q3	–	Sell	-2,000	Closed	-$65K	–	855
2019 Q2	$65K	Buy	+2,000	New	+$65.8K	0.01%	427
2015 Q4	–	Sell	-451	Closed	-$13K	–	952
2015 Q3	$13K	Hold	451	–	–	﹤0.01%	615
2015 Q2	$16K	Hold	451	–	–	﹤0.01%	619
2015 Q1	$16K	Buy	+451	New	+$16.3K	﹤0.01%	612
2014 Q1	–	Sell	-100	Closed	-$4K	–	757
2013 Q4	$4K	Hold	100	–	–	﹤0.01%	632
2013 Q3	$4K	Hold	100	–	–	﹤0.01%	608
2013 Q2	$4K	Buy	+100	New	+$3.98K	﹤0.01%	589

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

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

Sandy Spring Bank held its iShares Global Energy ETF (IXC) position steady in Q1 2025 at 178 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Sandy Spring Bank first reported a position in IXC in Q2 2013 and has held it in 12 quarters since. The position peaked at $65K in Q2 2019. 322 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

Sandy Spring Bank held 178 shares of iShares Global Energy ETF worth $7.49K as of Q1 2025.
Sandy Spring Bank left its iShares Global Energy ETF share count unchanged in Q1 2025.
iShares Global Energy ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #890 holding.
Sandy Spring Bank first reported a position in iShares Global Energy ETF in Q2 2013 and has held it in 12 quarters since.
Sandy Spring Bank's iShares Global Energy ETF position peaked at $65K in Q2 2019.
322 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

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