Sandy Spring Bank’s iShares US Consumer Discretionary ETF IYC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$147K	Hold	1,660	–	–	0.01%	407
2024 Q4	$160K	Hold	1,660	–	–	0.01%	398
2024 Q3	$146K	Hold	1,660	–	–	0.01%	417
2024 Q2	$135K	Hold	1,660	–	–	0.01%	412
2024 Q1	$136K	Hold	1,660	–	–	0.01%	411
2023 Q4	$126K	Hold	1,660	–	–	0.01%	413
2023 Q3	$111K	Hold	1,660	–	–	0.01%	424
2023 Q2	$118K	Hold	1,660	–	–	0.01%	422
2023 Q1	$107K	Hold	1,660	–	–	0.01%	422
2022 Q4	$94.6K	Hold	1,660	–	–	0.01%	433
2022 Q3	$97K	Hold	1,660	–	–	0.01%	417
2022 Q2	$94K	Hold	1,660	–	–	0.01%	420
2022 Q1	$125K	Hold	1,660	–	–	0.01%	393
2021 Q4	$139K	Sell	1,660 -100	-6%	-$8.28K	0.01%	389
2021 Q3	$136K	Hold	1,760	–	–	0.01%	376
2021 Q2	$137K	Hold	1,760	–	–	0.01%	375
2021 Q1	$132K	Hold	1,760	–	–	0.01%	361
2020 Q4	$124K	Hold	1,760	–	–	0.01%	359
2020 Q3	$110K	Hold	1,760	–	–	0.01%	357
2020 Q2	$96K	Hold	1,760	–	–	0.01%	366
2020 Q1	$78K	Hold	1,760	–	–	0.01%	372
2019 Q4	$100K	Hold	1,760	–	–	0.01%	372
2019 Q3	$96K	Hold	1,760	–	–	0.01%	383
2019 Q2	$96K	Sell	1,760 -320	-15%	-$17K	0.01%	373
2019 Q1	$106K	Sell	2,080 -40	-2%	-$1.97K	0.01%	359
2018 Q4	$96K	Hold	2,120	–	–	0.01%	366
2018 Q3	$112K	Sell	2,120 -340	-14%	-$17.3K	0.01%	363
2018 Q2	$119K	Sell	2,460 -620	-20%	-$29.2K	0.01%	357
2018 Q1	$140K	Hold	3,080	–	–	0.01%	334
2017 Q4	$138K	Hold	3,080	–	–	0.01%	320
2017 Q3	$126K	Hold	3,080	–	–	0.01%	325
2017 Q2	$126K	Sell	3,080 -564	-15%	-$23.2K	0.01%	335
2017 Q1	$147K	Hold	3,644	–	–	0.01%	316
2016 Q4	$138K	Hold	3,644	–	–	0.01%	313
2016 Q3	$134K	Hold	3,644	–	–	0.01%	325
2016 Q2	$131K	Hold	3,644	–	–	0.02%	328
2016 Q1	$133K	Hold	3,644	–	–	0.02%	320
2015 Q4	$132K	Hold	3,644	–	–	0.02%	312
2015 Q3	$125K	Hold	3,644	–	–	0.02%	320
2015 Q2	$130K	Sell	3,644 -292	-7%	-$10.6K	0.01%	331
2015 Q1	$142K	Sell	3,936 -336	-8%	-$11.8K	0.02%	315
2014 Q4	$147K	Hold	4,272	–	–	0.02%	291
2014 Q3	$133K	Hold	4,272	–	–	0.02%	303
2014 Q2	$132K	Hold	4,272	–	–	0.02%	305
2014 Q1	$128K	Buy	+4,272	New	+$128K	0.02%	288

Other funds holding IYC

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Sandy Spring Bank held its iShares US Consumer Discretionary ETF (IYC) position steady in Q1 2025 at 1,660 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #407.

Sandy Spring Bank first reported a position in IYC in Q1 2014 and has held it in 45 quarters since. The position peaked at $160K in Q4 2024. 238 funds tracked by Wall St. Rank hold IYC as of Q1 2025.

Sandy Spring Bank held 1,660 shares of iShares US Consumer Discretionary ETF worth $147K as of Q1 2025.
Sandy Spring Bank left its iShares US Consumer Discretionary ETF share count unchanged in Q1 2025.
iShares US Consumer Discretionary ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #407 holding.
Sandy Spring Bank first reported a position in iShares US Consumer Discretionary ETF in Q1 2014 and has held it in 45 quarters since.
Sandy Spring Bank's iShares US Consumer Discretionary ETF position peaked at $160K in Q4 2024.
238 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2025.

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