Sandy Spring Bank’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $123K | Hold |
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|
2024
Q4 | $121K | Buy |
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|
2024
Q3 | $113K | Buy |
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|
2024
Q2 | $103K | Buy |
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|
2024
Q1 | $104K | Sell |
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|
2023
Q4 | $112K | Buy |
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|
2023
Q3 | $97.8K | Hold |
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|
2023
Q2 | $97.6K | Buy |
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|
2023
Q1 | $93K | Buy |
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|
2022
Q4 | $98.6K | Buy |
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|
2022
Q3 | $88K | Hold |
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|
2022
Q2 | $91K | Buy |
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|
2022
Q1 | $110K | Buy |
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|
2021
Q4 | $75K | Hold |
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|
2021
Q3 | $71K | Hold |
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|
2021
Q2 | $70K | Hold |
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|
2021
Q1 | $64K | Hold |
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|
2020
Q4 | $57K | Hold |
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|
2020
Q3 | $49K | Hold |
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|
2020
Q2 | $47K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $59K | Hold |
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|
2019
Q3 | $55K | Hold |
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|
2019
Q2 | $54K | Hold |
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|
2019
Q1 | $51K | Sell |
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|
2018
Q4 | $51K | Hold |
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|
2018
Q3 | $58K | Hold |
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|
2018
Q2 | $56K | Hold |
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|
2018
Q1 | $56K | Hold |
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|
2017
Q4 | $57K | Hold |
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|
2017
Q3 | $53K | Hold |
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|
2017
Q2 | $51K | Hold |
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|
2017
Q1 | $49K | Hold |
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|
2016
Q4 | $48K | Hold |
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|
2016
Q3 | $43K | Hold |
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|
2016
Q2 | $41K | Hold |
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|
2016
Q1 | $40K | Hold |
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|
2015
Q4 | $42K | Sell |
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|
2015
Q3 | $56K | Hold |
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|
2015
Q2 | $59K | Hold |
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|
2015
Q1 | $59K | Hold |
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|
2014
Q4 | $60K | Hold |
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|
2014
Q3 | $55K | Hold |
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|
2014
Q2 | $55K | Hold |
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|
2014
Q1 | $54K | Hold |
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|
2013
Q4 | $53K | Sell |
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|
2013
Q3 | $60K | Hold |
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|
2013
Q2 | $58K | Buy |
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