Sandy Spring Bank’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$13.8K	Hold	216	–	–	﹤0.01%	794
2024 Q4	$14.6K	Hold	216	–	–	﹤0.01%	805
2024 Q3	$14.9K	Hold	216	–	–	﹤0.01%	803
2024 Q2	$14.1K	Hold	216	–	–	﹤0.01%	822
2024 Q1	$15.2K	Hold	216	–	–	﹤0.01%	793
2023 Q4	$14.2K	Hold	216	–	–	﹤0.01%	767
2023 Q3	$12.7K	Hold	216	–	–	﹤0.01%	779
2023 Q2	$13.5K	Hold	216	–	–	﹤0.01%	781
2023 Q1	$12.4K	Hold	216	–	–	﹤0.01%	781
2022 Q4	$11.6K	Hold	216	–	–	﹤0.01%	789
2022 Q3	$11K	Hold	216	–	–	﹤0.01%	785
2022 Q2	$12K	Hold	216	–	–	﹤0.01%	800
2022 Q1	$15K	Hold	216	–	–	﹤0.01%	775
2021 Q4	$15K	Hold	216	–	–	﹤0.01%	816
2021 Q3	$13K	Sell	216 -140	-39%	-$8.85K	﹤0.01%	830
2021 Q2	$23K	Hold	356	–	–	﹤0.01%	745
2021 Q1	$23K	Buy	356 +76	+27%	+$4.46K	﹤0.01%	652
2020 Q4	$15K	Hold	280	–	–	﹤0.01%	689
2020 Q3	$14K	Hold	280	–	–	﹤0.01%	637
2020 Q2	$11K	Hold	280	–	–	﹤0.01%	681
2020 Q1	$10K	Hold	280	–	–	﹤0.01%	675
2019 Q4	$14K	Sell	280 -136	-33%	-$6.52K	﹤0.01%	673
2019 Q3	$19K	Buy	+416	New	+$19.4K	﹤0.01%	639
2015 Q3	–	Sell	-400	Closed	-$14K	–	986
2015 Q2	$14K	Hold	400	–	–	﹤0.01%	637
2015 Q1	$16K	Buy	+400	New	+$16K	﹤0.01%	613

Other funds holding IYT

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

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

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

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Sandy Spring Bank held its iShares US Transportation ETF (IYT) position steady in Q1 2025 at 216 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Sandy Spring Bank first reported a position in IYT in Q1 2015 and has held it in 25 quarters since. The position peaked at $23K in Q2 2021. 172 funds tracked by Wall St. Rank hold IYT as of Q1 2025.

Sandy Spring Bank held 216 shares of iShares US Transportation ETF worth $13.8K as of Q1 2025.
Sandy Spring Bank left its iShares US Transportation ETF share count unchanged in Q1 2025.
iShares US Transportation ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #794 holding.
Sandy Spring Bank first reported a position in iShares US Transportation ETF in Q1 2015 and has held it in 25 quarters since.
Sandy Spring Bank's iShares US Transportation ETF position peaked at $23K in Q2 2021.
172 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2025.

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