Sandy Spring Bank’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-372	Closed	-$30K	–	921
2019 Q4	$30K	Hold	372	–	–	﹤0.01%	544
2019 Q3	$27K	Hold	372	–	–	﹤0.01%	567
2019 Q2	$27K	Hold	372	–	–	﹤0.01%	560
2019 Q1	$26K	Hold	372	–	–	﹤0.01%	537
2018 Q4	$23K	Hold	372	–	–	﹤0.01%	548
2018 Q3	$27K	Hold	372	–	–	﹤0.01%	548
2018 Q2	$25K	Hold	372	–	–	﹤0.01%	554
2018 Q1	$25K	Hold	372	–	–	﹤0.01%	564
2017 Q4	$25K	Hold	372	–	–	﹤0.01%	560
2017 Q3	$23K	Hold	372	–	–	﹤0.01%	554
2017 Q2	$23K	Hold	372	–	–	﹤0.01%	563
2017 Q1	$22K	Sell	372 -134	-26%	-$7.82K	﹤0.01%	577
2016 Q4	$29K	Buy	506 +134	+36%	+$7.34K	﹤0.01%	521
2016 Q3	$20K	Hold	372	–	–	﹤0.01%	552
2016 Q2	$19K	Buy	+372	New	+$19.3K	﹤0.01%	563

Other funds holding IYY

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sandy Spring Bank's IYY Position: Q1 2020 in Review

Sandy Spring Bank sold out of iShares Dow Jones US ETF (IYY) in Q1 2020, closing a stake of 372 shares — an estimated $30K sold.

Sandy Spring Bank first reported a position in IYY in Q2 2016 and held it in 15 quarters. The position peaked at $30K in Q4 2019. 147 funds tracked by Wall St. Rank hold IYY as of Q1 2020.

Sandy Spring Bank reported no remaining iShares Dow Jones US ETF position as of Q1 2020 after selling out during the quarter.
Sandy Spring Bank sold 372 iShares Dow Jones US ETF shares in Q1 2020, an estimated $30K.
Sandy Spring Bank first reported a position in iShares Dow Jones US ETF in Q2 2016 and held it in 15 quarters.
Sandy Spring Bank's iShares Dow Jones US ETF position peaked at $30K in Q4 2019.
147 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2020.

Based on Sandy Spring Bank's 13F filing for Q1 2020, filed 1 May 2020.