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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
2024-12-31 $13k 204 63.41
2024-09-30 $13k 204 63.48
2024-06-30 $12k 204 57.91
2024-03-31 $13k 204 61.20
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)
NVIDIA Corporation (NVDA)
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)
Amazon (AMZN)
Midcap 400 Spdr Trust Series 1 Utser1 S&pdcrp (MDY)
Berkshire Hathaway Inc B Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
JPMorgan Chase & Co. (JPM)
Alphabet Inc-cl C Cap Stk Cl C (GOOG)
Ishares Core S&p Value Etf Core S&p Us Vlu (IUSV)
Ishares Core S&p Us Growth Core S&p Us Gwt (IUSG)

View all positions for Sandy Spring Bank

Top funds holding iShares Morningstar Small Value

Morgan Stanley
Vaughan And Company Securities
Matrix Trust
Steele Capital Management
Bank of America Corporation
Raymond James Financial
Raymond James Financial Services Advisors
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Northwestern Mutual Wealth Management Company
Merriman Wealth Management
Christopher J. Hasenberg
H D Vest Advisory Services

View all funds holding iShares Morningstar Small Value