Sandy Spring Bank’s iShares US Healthcare ETF IYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$407K	Buy	6,685 +1,200	+22%	+$73.3K	0.02%	300
2024 Q4	$320K	Sell	5,485 -75	-1%	-$4.63K	0.01%	325
2024 Q3	$361K	Sell	5,560 -170	-3%	-$10.9K	0.01%	314
2024 Q2	$351K	Sell	5,730 -25	-0.4%	-$1.5K	0.02%	310
2024 Q1	$356K	Buy	5,755 +170	+3%	+$10.2K	0.02%	313
2023 Q4	$320K	Hold	5,585	–	–	0.02%	310
2023 Q3	$302K	Sell	5,585 -105	-2%	-$5.87K	0.02%	301
2023 Q2	$319K	Sell	5,690 -45	-0.8%	-$2.5K	0.02%	298
2023 Q1	$313K	Hold	5,735	–	–	0.02%	294
2022 Q4	$325K	Sell	5,735 -50	-0.9%	-$2.76K	0.02%	288
2022 Q3	$293K	Sell	5,785 -15	-0.3%	-$810	0.02%	288
2022 Q2	$312K	Hold	5,800	–	–	0.02%	286
2022 Q1	$335K	Sell	5,800 -85	-1%	-$4.75K	0.02%	289
2021 Q4	$353K	Hold	5,885	–	–	0.02%	289
2021 Q3	$324K	Hold	5,885	–	–	0.02%	291
2021 Q2	$321K	Hold	5,885	–	–	0.02%	290
2021 Q1	$297K	Hold	5,885	–	–	0.02%	289
2020 Q4	$290K	Sell	5,885 -75	-1%	-$3.54K	0.02%	283
2020 Q3	$271K	Sell	5,960 -75	-1%	-$3.4K	0.02%	274
2020 Q2	$260K	Hold	6,035	–	–	0.02%	271
2020 Q1	$227K	Hold	6,035	–	–	0.02%	270
2019 Q4	$260K	Hold	6,035	–	–	0.02%	273
2019 Q3	$228K	Hold	6,035	–	–	0.02%	290
2019 Q2	$235K	Buy	6,035 +980	+19%	+$37.1K	0.02%	285
2019 Q1	$196K	Hold	5,055	–	–	0.02%	291
2018 Q4	$183K	Hold	5,055	–	–	0.02%	293
2018 Q3	$205K	Hold	5,055	–	–	0.02%	305
2018 Q2	$180K	Sell	5,055 -500	-9%	-$17.6K	0.02%	310
2018 Q1	$192K	Hold	5,555	–	–	0.02%	305
2017 Q4	$193K	Sell	5,555 -500	-8%	-$17.4K	0.02%	285
2017 Q3	$208K	Hold	6,055	–	–	0.02%	283
2017 Q2	$201K	Hold	6,055	–	–	0.02%	293
2017 Q1	$188K	Hold	6,055	–	–	0.02%	289
2016 Q4	$175K	Hold	6,055	–	–	0.02%	295
2016 Q3	$182K	Hold	6,055	–	–	0.02%	294
2016 Q2	$179K	Hold	6,055	–	–	0.02%	298
2016 Q1	$170K	Hold	6,055	–	–	0.02%	298
2015 Q4	$182K	Hold	6,055	–	–	0.02%	289
2015 Q3	$169K	Hold	6,055	–	–	0.02%	295
2015 Q2	$192K	Sell	6,055 -760	-11%	-$23.9K	0.02%	296
2015 Q1	$211K	Hold	6,815	–	–	0.02%	285
2014 Q4	$197K	Hold	6,815	–	–	0.02%	272
2014 Q3	$184K	Buy	6,815 +760	+13%	+$20K	0.02%	280
2014 Q2	$155K	Sell	6,055 -500	-8%	-$12.3K	0.02%	296
2014 Q1	$161K	Buy	+6,555	New	+$159K	0.02%	270
2013 Q4	–	Sell	-6,555	Closed	-$140K	–	683
2013 Q3	$140K	Sell	6,555 -710	-10%	-$15.1K	0.02%	272
2013 Q2	$146K	Buy	+7,265	New	+$146K	0.02%	262

Other funds holding IYH

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

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

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

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

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

PCH

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

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

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

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

Sandy Spring Bank increased its iShares US Healthcare ETF (IYH) stake by 22% in Q1 2025, buying an estimated $73.3K and bringing the position to 6,685 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #300.

Sandy Spring Bank first reported a position in IYH in Q2 2013 and has held it in 47 quarters since. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

Sandy Spring Bank held 6,685 shares of iShares US Healthcare ETF worth $407K as of Q1 2025.
Sandy Spring Bank bought 1,200 iShares US Healthcare ETF shares in Q1 2025, an estimated $73.3K.
iShares US Healthcare ETF made up 0.02% of Sandy Spring Bank's portfolio in Q1 2025, its #300 holding.
Sandy Spring Bank first reported a position in iShares US Healthcare ETF in Q2 2013 and has held it in 47 quarters since.
497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

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