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Sandy Spring Bank’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Sandy Spring Bank’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$27.7K Buy
260
+3
+1% +$327 ﹤0.01% 676
2024
Q4 		$27.1K Sell
257
-100
-28% -$11K ﹤0.01% 696
2024
Q3 		$38.9K Hold
357
– – ﹤0.01% 636
2024
Q2 		$36.9K Sell
357
-72
-17% -$7.43K ﹤0.01% 647
2024
Q1 		$46.5K Buy
+429
New +$43.9K ﹤0.01% 597

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Sandy Spring Bank increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 1.2% in Q1 2025, buying an estimated $327 and bringing the position to 260 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Sandy Spring Bank first reported a position in VLUE in Q1 2024 and has held it in 5 quarters since. The position peaked at $46.5K in Q1 2024. 420 funds tracked by Wall St. Rank hold VLUE as of Q1 2025.

  • Sandy Spring Bank held 260 shares of iShares MSCI USA Value Factor ETF worth $27.7K as of Q1 2025.
  • Sandy Spring Bank bought 3 iShares MSCI USA Value Factor ETF shares in Q1 2025, an estimated $327.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #676 holding.
  • Sandy Spring Bank first reported a position in iShares MSCI USA Value Factor ETF in Q1 2024 and has held it in 5 quarters since.
  • Sandy Spring Bank's iShares MSCI USA Value Factor ETF position peaked at $46.5K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2025.

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