Sandy Spring Bank’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$75.9K	Hold	1,864	–	–	﹤0.01%	501
2024 Q4	$85.3K	Buy	+1,864	New	+$86.9K	﹤0.01%	484
2015 Q3	–	Sell	-300	Closed	-$6K	–	1002
2015 Q2	$6K	Hold	300	–	–	﹤0.01%	785
2015 Q1	$6K	Hold	300	–	–	﹤0.01%	751
2014 Q4	$6K	Hold	300	–	–	﹤0.01%	690
2014 Q3	$5K	Sell	300 -300	-50%	-$5.46K	﹤0.01%	699
2014 Q2	$11K	Buy	+600	New	+$10.8K	﹤0.01%	604

Other funds holding RWJ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

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

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

Sandy Spring Bank held its Invesco S&P SmallCap 600 Revenue ETF (RWJ) position steady in Q1 2025 at 1,864 shares worth $75.9K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Sandy Spring Bank first reported a position in RWJ in Q2 2014 and has held it in 7 quarters since. The position peaked at $85.3K in Q4 2024. 195 funds tracked by Wall St. Rank hold RWJ as of Q1 2025.

Sandy Spring Bank held 1,864 shares of Invesco S&P SmallCap 600 Revenue ETF worth $75.9K as of Q1 2025.
Sandy Spring Bank left its Invesco S&P SmallCap 600 Revenue ETF share count unchanged in Q1 2025.
Invesco S&P SmallCap 600 Revenue ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #501 holding.
Sandy Spring Bank first reported a position in Invesco S&P SmallCap 600 Revenue ETF in Q2 2014 and has held it in 7 quarters since.
Sandy Spring Bank's Invesco S&P SmallCap 600 Revenue ETF position peaked at $85.3K in Q4 2024.
195 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Revenue ETF as of Q1 2025.

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