Sandy Spring Bank’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$154K	Hold	1,611	–	–	0.01%	396
2024 Q4	$150K	Hold	1,611	–	–	0.01%	404
2024 Q3	$164K	Hold	1,611	–	–	0.01%	403
2024 Q2	$141K	Hold	1,611	–	–	0.01%	405
2024 Q1	$145K	Buy	1,611 +1,416	+726%	+$125K	0.01%	406
2023 Q4	$17.8K	Hold	195	–	–	﹤0.01%	726
2023 Q3	$15.2K	Hold	195	–	–	﹤0.01%	752
2023 Q2	$16.9K	Sell	195 -80	-29%	-$6.72K	﹤0.01%	745
2023 Q1	$23.3K	Sell	275 -355	-56%	-$31.1K	﹤0.01%	670
2022 Q4	$53K	Hold	630	–	–	﹤0.01%	523
2022 Q3	$51K	Sell	630 -65	-9%	-$6.15K	﹤0.01%	509
2022 Q2	$64K	Sell	695 -80	-10%	-$7.98K	﹤0.01%	473
2022 Q1	$84K	Buy	775 +387	+100%	+$40.8K	﹤0.01%	446
2021 Q4	$45K	Hold	388	–	–	﹤0.01%	596
2021 Q3	$40K	Hold	388	–	–	﹤0.01%	608
2021 Q2	$40K	Hold	388	–	–	﹤0.01%	624
2021 Q1	$36K	Buy	388 +57	+17%	+$5K	﹤0.01%	572
2020 Q4	$28K	Hold	331	–	–	﹤0.01%	584
2020 Q3	$26K	Hold	331	–	–	﹤0.01%	560
2020 Q2	$26K	Hold	331	–	–	﹤0.01%	564
2020 Q1	$23K	Sell	331 -231	-41%	-$20.4K	﹤0.01%	551
2019 Q4	$52K	Hold	562	–	–	﹤0.01%	468
2019 Q3	$52K	Sell	562 -50	-8%	-$4.55K	﹤0.01%	465
2019 Q2	$53K	Sell	612 -66	-10%	-$5.78K	﹤0.01%	454
2019 Q1	$59K	Sell	678 -50	-7%	-$4.13K	0.01%	426
2018 Q4	$55K	Hold	728	–	–	0.01%	433
2018 Q3	$58K	Buy	728 +126	+21%	+$10.3K	﹤0.01%	439
2018 Q2	$49K	Hold	602	–	–	﹤0.01%	465
2018 Q1	$45K	Hold	602	–	–	﹤0.01%	483
2017 Q4	$49K	Sell	602 -200	-25%	-$16.2K	﹤0.01%	453
2017 Q3	$64K	Hold	802	–	–	0.01%	409
2017 Q2	$64K	Sell	802 -125	-13%	-$9.94K	0.01%	422
2017 Q1	$73K	Sell	927 -100	-10%	-$7.8K	0.01%	401
2016 Q4	$79K	Sell	1,027 -113	-10%	-$8.59K	0.01%	380
2016 Q3	$92K	Hold	1,140	–	–	0.01%	362
2016 Q2	$94K	Buy	1,140 +98	+9%	+$7.68K	0.01%	358
2016 Q1	$81K	Buy	1,042 +300	+40%	+$21.8K	0.01%	374
2015 Q4	$56K	Hold	742	–	–	0.01%	413
2015 Q3	$53K	Sell	742 -113	-13%	-$8.23K	0.01%	433
2015 Q2	$61K	Sell	855 -744	-47%	-$56.4K	0.01%	439
2015 Q1	$127K	Buy	1,599 +644	+67%	+$51.5K	0.01%	328
2014 Q4	$73K	Hold	955	–	–	0.01%	365
2014 Q3	$66K	Hold	955	–	–	0.01%	379
2014 Q2	$69K	Hold	955	–	–	0.01%	376
2014 Q1	$65K	Buy	+955	New	+$63.4K	0.01%	342

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

Sandy Spring Bank held its iShares US Real Estate ETF (IYR) position steady in Q1 2025 at 1,611 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #396.

Sandy Spring Bank first reported a position in IYR in Q1 2014 and has held it in 45 quarters since. The position peaked at $164K in Q3 2024. 480 funds tracked by Wall St. Rank hold IYR as of Q1 2025.

Sandy Spring Bank held 1,611 shares of iShares US Real Estate ETF worth $154K as of Q1 2025.
Sandy Spring Bank left its iShares US Real Estate ETF share count unchanged in Q1 2025.
iShares US Real Estate ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #396 holding.
Sandy Spring Bank first reported a position in iShares US Real Estate ETF in Q1 2014 and has held it in 45 quarters since.
Sandy Spring Bank's iShares US Real Estate ETF position peaked at $164K in Q3 2024.
480 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2025.

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