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Grove Bank & Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Grove Bank & Trust’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.8M Buy
606,822
+4,245
+0.7% +$311K 4.64% 3
2026
Q1 		$40.7M Sell
602,577
-93,736
-13% -$6.5M 4.6% 3
2025
Q4 		$46M Buy
696,313
+80,197
+13% +$5.25M 5.17% 2
2025
Q3 		$40.2M Sell
616,116
-164,391
-21% -$10.6M 4.7% 3
2025
Q2 		$48.4M Buy
780,507
+20,846
+3% +$1.22M 6.04% 2
2025
Q1 		$44.3M Buy
759,661
+5,537
+0.7% +$344K 5.92% 2
2024
Q4 		$47M Buy
754,124
+96,644
+15% +$6.2M 6.52% 2
2024
Q3 		$41M Sell
657,480
-65,900
-9% -$3.97M 6.05% 2
2024
Q2 		$42.3M Buy
723,380
+28,748
+4% +$1.69M 6.8% 2
2024
Q1 		$42.2M Buy
694,632
+30,502
+5% +$1.73M 7.11% 2
2023
Q4 		$36.8M Buy
664,130
+3,075
+0.5% +$156K 6.77% 2
2023
Q3 		$33M Buy
661,055
+17,670
+3% +$926K 6.72% 2
2023
Q2 		$33.6M Buy
643,385
+19,915
+3% +$990K 6.8% 2
2023
Q1 		$31.2M Sell
623,470
-17,515
-3% -$892K 6.59% 2
2022
Q4 		$31M Sell
640,985
-72,050
-10% -$3.48M 6.84% 2
2022
Q3 		$31.3M Sell
713,035
-9,365
-1% -$453K 7.75% 1
2022
Q2 		$32.7M Buy
722,400
+4,155
+0.6% +$205K 7.83% 1
2022
Q1 		$38.5M Buy
718,245
+19,945
+3% +$1.06M 7.58% 1
2021
Q4 		$39.5M Buy
698,300
+36,335
+5% +$2.02M 7.55% 1
2021
Q3 		$34.8M Buy
661,965
+16,780
+3% +$903K 7.33% 2
2021
Q2 		$34.7M Buy
645,185
+14,885
+2% +$804K 7.51% 2
2021
Q1 		$32.8M Buy
630,300
+16,285
+3% +$813K 7.72% 2
2020
Q4 		$28.2M Buy
614,015
+2,670
+0.4% +$112K 7.33% 2
2020
Q3 		$22.7M Buy
611,345
+11,205
+2% +$419K 6.94% 1
2020
Q2 		$21.3M Buy
600,140
+67,540
+13% +$2.24M 7.03% 1
2020
Q1 		$15.3M Sell
532,600
-6,610
-1% -$246K 6.05% 1
2019
Q4 		$22.2M Buy
539,210
+20,890
+4% +$828K 6.67% 2
2019
Q3 		$20M Buy
518,320
+54,825
+12% +$2.11M 6.46% 1
2019
Q2 		$18M Buy
463,495
+61,745
+15% +$2.37M 6.58% 1
2019
Q1 		$15.2M Buy
401,750
+71,275
+22% +$2.63M 5.84% 2
2018
Q4 		$11M Sell
330,475
-106,320
-24% -$3.88M 5.12% 2
2018
Q3 		$17.6M Buy
436,795
+19,525
+5% +$785K 7.22% 2
2018
Q2 		$16.3M Buy
417,270
+70,015
+20% +$2.7M 6.93% 2
2018
Q1 		$13M Buy
347,255
+134,080
+63% +$5.13M 5.77% 2
2017
Q4 		$8.09M Buy
213,175
+30,485
+17% +$1.13M 3.53% 2
2017
Q3 		$6.54M Buy
182,690
+99,110
+119% +$3.45M 3.18% 4
2017
Q2 		$2.91M Buy
83,580
+40,150
+92% +$1.39M 1.86% 10
2017
Q1 		$1.49M Buy
43,430
+39,025
+886% +$1.33M 1.22% 21
2016
Q4 		$146K Buy
4,405
+705
+19% +$22.4K 0.11% 126
2016
Q3 		$115K Hold
3,700
– – 0.1% 117
2016
Q2 		$111K Buy
3,700
+2,700
+270% +$79.2K 0.1% 117
2016
Q1 		$29K Hold
1,000
– – 0.03% 185
2015
Q4 		$28K Buy
+1,000
New +$28.6K 0.03% 213

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Grove Bank & Trust's IJH Position: Q2 2026 in Review

Grove Bank & Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.7% in Q2 2026, buying an estimated $311K and bringing the position to 606,822 shares worth $46.8M. The position accounts for 4.64% of the portfolio, ranked #3.

Grove Bank & Trust first reported a position in IJH in Q4 2015 and has held it in 43 quarters since. The position peaked at $48.4M in Q2 2025. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Grove Bank & Trust held 606,822 shares of iShares Core S&P Mid-Cap ETF worth $46.8M as of Q2 2026.
  • Grove Bank & Trust bought 4,245 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $311K.
  • iShares Core S&P Mid-Cap ETF made up 4.64% of Grove Bank & Trust's portfolio in Q2 2026, its #3 holding.
  • Grove Bank & Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • Grove Bank & Trust's iShares Core S&P Mid-Cap ETF position peaked at $48.4M in Q2 2025.
  • 815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.