Sandy Spring Bank’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$123K	Hold	1,093	–	–	0.01%	421
2024 Q4	$121K	Buy	1,093 +1	+0.1%	+$111	﹤0.01%	429
2024 Q3	$113K	Buy	1,092 +1	+0.1%	+$100	﹤0.01%	444
2024 Q2	$103K	Buy	1,091 +1	+0.1%	+$94	﹤0.01%	451
2024 Q1	$104K	Sell	1,090 -220	-17%	-$19.6K	﹤0.01%	458
2023 Q4	$112K	Buy	1,310 +2	+0.2%	+$156	0.01%	429
2023 Q3	$97.8K	Hold	1,308	–	–	0.01%	439
2023 Q2	$97.6K	Buy	1,308 +1	+0.1%	+$72	0.01%	441
2023 Q1	$93K	Buy	1,307 +1	+0.1%	+$77	0.01%	439
2022 Q4	$98.6K	Buy	1,306 +2	+0.2%	+$150	0.01%	426
2022 Q3	$88K	Hold	1,304	–	–	0.01%	429
2022 Q2	$91K	Buy	1,304 +1	+0.1%	+$76	0.01%	425
2022 Q1	$110K	Buy	1,303 +443	+52%	+$38.1K	0.01%	409
2021 Q4	$75K	Hold	860	–	–	﹤0.01%	492
2021 Q3	$71K	Hold	860	–	–	﹤0.01%	487
2021 Q2	$70K	Hold	860	–	–	﹤0.01%	496
2021 Q1	$64K	Hold	860	–	–	﹤0.01%	479
2020 Q4	$57K	Hold	860	–	–	﹤0.01%	465
2020 Q3	$49K	Hold	860	–	–	﹤0.01%	461
2020 Q2	$47K	Hold	860	–	–	﹤0.01%	466
2020 Q1	$42K	Hold	860	–	–	﹤0.01%	465
2019 Q4	$59K	Hold	860	–	–	﹤0.01%	447
2019 Q3	$55K	Hold	860	–	–	﹤0.01%	454
2019 Q2	$54K	Hold	860	–	–	﹤0.01%	451
2019 Q1	$51K	Sell	860 -90	-9%	-$5.23K	﹤0.01%	445
2018 Q4	$51K	Hold	950	–	–	﹤0.01%	447
2018 Q3	$58K	Hold	950	–	–	﹤0.01%	438
2018 Q2	$56K	Hold	950	–	–	﹤0.01%	451
2018 Q1	$56K	Hold	950	–	–	0.01%	460
2017 Q4	$57K	Hold	950	–	–	0.01%	434
2017 Q3	$53K	Hold	950	–	–	0.01%	436
2017 Q2	$51K	Hold	950	–	–	0.01%	451
2017 Q1	$49K	Hold	950	–	–	﹤0.01%	449
2016 Q4	$48K	Hold	950	–	–	0.01%	446
2016 Q3	$43K	Hold	950	–	–	﹤0.01%	454
2016 Q2	$41K	Hold	950	–	–	﹤0.01%	470
2016 Q1	$40K	Hold	950	–	–	﹤0.01%	473
2015 Q4	$42K	Sell	950 -370	-28%	-$16.5K	﹤0.01%	449
2015 Q3	$56K	Hold	1,320	–	–	0.01%	428
2015 Q2	$59K	Hold	1,320	–	–	0.01%	442
2015 Q1	$59K	Hold	1,320	–	–	0.01%	430
2014 Q4	$60K	Hold	1,320	–	–	0.01%	395
2014 Q3	$55K	Hold	1,320	–	–	0.01%	404
2014 Q2	$55K	Hold	1,320	–	–	0.01%	410
2014 Q1	$54K	Hold	1,320	–	–	0.01%	363
2013 Q4	$53K	Sell	1,320 -320	-20%	-$12.3K	0.01%	369
2013 Q3	$60K	Hold	1,640	–	–	0.01%	347
2013 Q2	$58K	Buy	+1,640	New	+$57.9K	0.01%	332

Other funds holding IYF

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Sandy Spring Bank held its iShares US Financials ETF (IYF) position steady in Q1 2025 at 1,093 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #421.

Sandy Spring Bank first reported a position in IYF in Q2 2013 and has held it in 48 quarters since. 421 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

Sandy Spring Bank held 1,093 shares of iShares US Financials ETF worth $123K as of Q1 2025.
Sandy Spring Bank left its iShares US Financials ETF share count unchanged in Q1 2025.
iShares US Financials ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #421 holding.
Sandy Spring Bank first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 48 quarters since.
421 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

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