Sandy Spring Bank’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$9.34M	Sell	66,512 -3,825	-5%	-$596K	0.39%	58
2024 Q4	$11.2M	Sell	70,337 -1,252	-2%	-$198K	0.45%	54
2024 Q3	$10.9M	Sell	71,589 -322	-0.4%	-$47.4K	0.45%	53
2024 Q2	$10.8M	Sell	71,911 -1,448	-2%	-$200K	0.48%	50
2024 Q1	$9.91M	Sell	73,359 -1,405	-2%	-$183K	0.45%	55
2023 Q4	$9.18M	Buy	74,764 +5	+0%	+$566	0.46%	54
2023 Q3	$7.84M	Sell	74,759 -29	-0%	-$3.15K	0.44%	56
2023 Q2	$8.14M	Sell	74,788 -3,152	-4%	-$310K	0.43%	55
2023 Q1	$7.23M	Sell	77,940 -2,893	-4%	-$243K	0.41%	59
2022 Q4	$6.02M	Sell	80,833 -4,771	-6%	-$365K	0.36%	66
2022 Q3	$6.28M	Sell	85,604 -938	-1%	-$79.5K	0.4%	62
2022 Q2	$6.92M	Sell	86,542 -462	-0.5%	-$40.9K	0.42%	60
2022 Q1	$8.96M	Sell	87,004 -779	-0.9%	-$79.5K	0.46%	53
2021 Q4	$10.1M	Sell	87,783 -387	-0.4%	-$43K	0.48%	52
2021 Q3	$8.93M	Sell	88,170 -2,597	-3%	-$271K	0.47%	50
2021 Q2	$9.02M	Sell	90,767 -2,334	-3%	-$218K	0.48%	48
2021 Q1	$8.16M	Sell	93,101 -491	-0.5%	-$43K	0.47%	50
2020 Q4	$7.96M	Sell	93,592 -732	-0.8%	-$58.5K	0.48%	51
2020 Q3	$7.1M	Sell	94,324 -1,092	-1%	-$79.7K	0.48%	49
2020 Q2	$6.43M	Sell	95,416 -444	-0.5%	-$26.8K	0.48%	51
2020 Q1	$4.9M	Sell	95,860 -1,780	-2%	-$103K	0.44%	56
2019 Q4	$5.68M	Sell	97,640 -420	-0.4%	-$22.8K	0.41%	63
2019 Q3	$5.01M	Sell	98,060 -2,304	-2%	-$117K	0.39%	66
2019 Q2	$4.96M	Buy	100,364 +1,148	+1%	+$56.1K	0.4%	68
2019 Q1	$4.73M	Sell	99,216 -2,168	-2%	-$96.4K	0.4%	68
2018 Q4	$4.05M	Sell	101,384 -280	-0.3%	-$12.1K	0.39%	70
2018 Q3	$4.93M	Sell	101,664 -540	-0.5%	-$25.5K	0.4%	64
2018 Q2	$4.55M	Sell	102,204 -3,200	-3%	-$142K	0.4%	61
2018 Q1	$4.43M	Sell	105,404 -4,000	-4%	-$172K	0.39%	64
2017 Q4	$4.45M	Sell	109,404 -380	-0.3%	-$15.2K	0.41%	63
2017 Q3	$4.12M	Buy	109,784 +2,088	+2%	+$76.5K	0.39%	67
2017 Q2	$3.85M	Sell	107,696 -1,396	-1%	-$48.9K	0.38%	68
2017 Q1	$3.77M	Sell	109,092 -1,080	-1%	-$35.1K	0.37%	68
2016 Q4	$3.38M	Sell	110,172 -1,616	-1%	-$48.2K	0.35%	71
2016 Q3	$3.4M	Hold	111,788	–	–	0.36%	68
2016 Q2	$3.01M	Sell	111,788 -2,900	-3%	-$76.6K	0.34%	74
2016 Q1	$3.11M	Sell	114,688 -1,040	-0.9%	-$26.3K	0.36%	74
2015 Q4	$3.1M	Buy	115,728 +2,120	+2%	+$57.2K	0.36%	76
2015 Q3	$2.81M	Sell	113,608 -2,840	-2%	-$73.4K	0.34%	82
2015 Q2	$3.05M	Sell	116,448 -632	-0.5%	-$17.1K	0.35%	83
2015 Q1	$3.07M	Buy	117,080 +7,620	+7%	+$200K	0.36%	82
2014 Q4	$2.86M	Buy	109,460 +1,980	+2%	+$50.5K	0.34%	86
2014 Q3	$2.71M	Buy	107,480 +3,992	+4%	+$99.7K	0.33%	88
2014 Q2	$2.51M	Buy	103,488 +1,440	+1%	+$33.3K	0.31%	92
2014 Q1	$2.32M	Buy	102,048 +97,912	+2,367%	+$2.19M	0.36%	90
2013 Q4	$91K	Sell	4,136 -95,460	-96%	-$1.99M	0.01%	316
2013 Q3	$1.96M	Hold	99,596	–	–	0.29%	100
2013 Q2	$1.83M	Buy	+99,596	New	+$1.85M	0.29%	101

Other funds holding IYW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

PCH

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

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

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

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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

Sandy Spring Bank reduced its iShares US Technology ETF (IYW) stake by 5.4% in Q1 2025, selling an estimated $596K and leaving 66,512 shares worth $9.34M. The position accounts for 0.39% of the portfolio, ranked #58.

Sandy Spring Bank first reported a position in IYW in Q2 2013 and has held it in 48 quarters since. The position peaked at $11.2M in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

Sandy Spring Bank held 66,512 shares of iShares US Technology ETF worth $9.34M as of Q1 2025.
Sandy Spring Bank sold 3,825 iShares US Technology ETF shares in Q1 2025, an estimated $596K.
iShares US Technology ETF made up 0.39% of Sandy Spring Bank's portfolio in Q1 2025, its #58 holding.
Sandy Spring Bank first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's iShares US Technology ETF position peaked at $11.2M in Q4 2024.
1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

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