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iShares Morningstar Small Value shares owned by Sandy Spring Bank

Quarter-by-quarter ownership of iShares Morningstar Small Value (ISCV) shares owned by Sandy Spring Bank from 13F filings

Historical chart of Sandy Spring Bank investment in iShares Morningstar Small Value

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Value held by Sandy Spring Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Value by Sandy Spring Bank

Quarter filed Position value Share count Share price at filing
2023-12-31 $12k 204 59.21
2023-09-30 $11k 204 51.78

More positions owned by Sandy Spring Bank

Ishares S&p Midcap 400 Index Core S&p Mcp Etf (IJH)
Ishares S&p 500 Index Fund Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares S&p Smallcap 600 Index Fund Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Midcap 400 Spdr Trust Series 1 Utser1 S&pdcrp (MDY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Core S&p Value Etf Core S&p Us Vlu (IUSV)
Ishares Core S&p Us Growth Core S&p Us Gwt (IUSG)
Alphabet Inc-cl C Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Wisdomtree Tr Us Midcap Divid (DON)
Berkshire Hathaway Inc B Cl B New (BRK.B)

View all positions for Sandy Spring Bank

Top funds holding iShares Morningstar Small Value

Vaughan And Company Securities
Bank of America Corporation
Matrix Trust
Steele Capital Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Royal Bank of Canada
UBS Group
H D Vest Advisory Services
Captrust Financial Advisors
Chicago Partners Investment
EisnerAmper Wealth Management Corporate Benefits
Prosperity Consulting Group
Viewpoint Capital Management
Goldman Sachs Group

View all funds holding iShares Morningstar Small Value