Sandy Spring Bank’s iShares Semiconductor ETF SOXX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$179K	Buy	949 +1	+0.1%	+$214	0.01%	380
2024 Q4	$204K	Hold	948	–	–	0.01%	373
2024 Q3	$219K	Hold	948	–	–	0.01%	368
2024 Q2	$234K	Sell	948 -20	-2%	-$4.58K	0.01%	351
2024 Q1	$219K	Sell	968 -1	-0.1%	-$208	0.01%	359
2023 Q4	$186K	Hold	969	–	–	0.01%	368
2023 Q3	$153K	Sell	969 -33	-3%	-$5.5K	0.01%	375
2023 Q2	$169K	Buy	1,002 +360	+56%	+$54K	0.01%	369
2023 Q1	$95.1K	Hold	642	–	–	0.01%	437
2022 Q4	$74.4K	Buy	642 +3	+0.5%	+$348	﹤0.01%	461
2022 Q3	$68K	Buy	639 +141	+28%	+$17.7K	﹤0.01%	463
2022 Q2	$58K	Hold	498	–	–	﹤0.01%	489
2022 Q1	$79K	Hold	498	–	–	﹤0.01%	460
2021 Q4	$90K	Hold	498	–	–	﹤0.01%	460
2021 Q3	$74K	Hold	498	–	–	﹤0.01%	479
2021 Q2	$75K	Sell	498 -75	-13%	-$10.7K	﹤0.01%	487
2021 Q1	$81K	Hold	573	–	–	﹤0.01%	438
2020 Q4	$72K	Buy	573 +120	+26%	+$13.8K	﹤0.01%	438
2020 Q3	$46K	Sell	453 -15	-3%	-$1.47K	﹤0.01%	474
2020 Q2	$42K	Buy	468 +453	+3,020%	+$36.6K	﹤0.01%	480
2020 Q1	$1K	Buy	+15	New	+$1.19K	﹤0.01%	878

Other funds holding SOXX

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Sandy Spring Bank increased its iShares Semiconductor ETF (SOXX) stake by 0.11% in Q1 2025, buying an estimated $214 and bringing the position to 949 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #380.

Sandy Spring Bank first reported a position in SOXX in Q1 2020 and has held it in 21 quarters since. The position peaked at $234K in Q2 2024. 716 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

Sandy Spring Bank held 949 shares of iShares Semiconductor ETF worth $179K as of Q1 2025.
Sandy Spring Bank bought 1 iShares Semiconductor ETF share in Q1 2025, an estimated $214.
iShares Semiconductor ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #380 holding.
Sandy Spring Bank first reported a position in iShares Semiconductor ETF in Q1 2020 and has held it in 21 quarters since.
Sandy Spring Bank's iShares Semiconductor ETF position peaked at $234K in Q2 2024.
716 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

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