Sandy Spring Bank’s iShares Global Financials ETF IXG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$41K	Hold	398	–	–	﹤0.01%	609
2024 Q4	$38.2K	Buy	398 +4	+1%	+$390	﹤0.01%	629
2024 Q3	$37.2K	Hold	394	–	–	﹤0.01%	643
2024 Q2	$33.5K	Buy	394 +7	+2%	+$599	﹤0.01%	662
2024 Q1	$33.5K	Hold	387	–	–	﹤0.01%	660
2023 Q4	$30.4K	Buy	387 +5	+1%	+$365	﹤0.01%	646
2023 Q3	$26.9K	Hold	382	–	–	﹤0.01%	661
2023 Q2	$27.4K	Buy	382 +6	+2%	+$422	﹤0.01%	659
2023 Q1	$26K	Hold	376	–	–	﹤0.01%	659
2022 Q4	$26.4K	Buy	+376	New	+$25.7K	﹤0.01%	646

Other funds holding IXG

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Sandy Spring Bank held its iShares Global Financials ETF (IXG) position steady in Q1 2025 at 398 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Sandy Spring Bank first reported a position in IXG in Q4 2022 and has held it in 10 quarters since. 127 funds tracked by Wall St. Rank hold IXG as of Q1 2025.

Sandy Spring Bank held 398 shares of iShares Global Financials ETF worth $41K as of Q1 2025.
Sandy Spring Bank left its iShares Global Financials ETF share count unchanged in Q1 2025.
iShares Global Financials ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #609 holding.
Sandy Spring Bank first reported a position in iShares Global Financials ETF in Q4 2022 and has held it in 10 quarters since.
127 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2025.

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