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Grove Bank & Trust’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Grove Bank & Trust’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.4K Hold
126
– – ﹤0.01% 589
2026
Q2 		$18.6K Hold
126
– – ﹤0.01% 573
2026
Q1 		$16.7K Hold
126
– – ﹤0.01% 560
2025
Q4 		$16.6K Sell
126
-827
-87% -$108K ﹤0.01% 568
2025
Q3 		$124K Buy
953
+162
+20% +$20.7K 0.01% 304
2025
Q2 		$97.8K Sell
791
-514
-39% -$60.5K 0.01% 341
2025
Q1 		$156K Hold
1,305
– – 0.02% 270
2024
Q4 		$163K Hold
1,305
– – 0.02% 241
2024
Q3 		$161K Hold
1,305
– – 0.02% 243
2024
Q2 		$148K Hold
1,305
– – 0.02% 252
2024
Q1 		$154K Hold
1,305
– – 0.03% 253
2023
Q4 		$149K Sell
1,305
-380
-23% -$39.1K 0.03% 243
2023
Q3 		$170K Buy
1,685
+400
+31% +$42.8K 0.03% 230
2023
Q2 		$138K Buy
1,285
+494
+62% +$50.2K 0.03% 254
2023
Q1 		$81.3K Buy
791
+27
+4% +$2.88K 0.02% 307
2022
Q4 		$77K Buy
+764
New +$76.3K 0.02% 314

Other funds holding IJJ

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
DTC
Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

Grove Bank & Trust's IJJ Position: Q3 2026 in Review

Grove Bank & Trust held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q3 2026 at 126 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Grove Bank & Trust first reported a position in IJJ in Q4 2022 and has held it in 16 quarters since. The position peaked at $170K in Q3 2023. 53 funds tracked by Wall St. Rank hold IJJ as of Q3 2026.

  • Grove Bank & Trust held 126 shares of iShares S&P Mid-Cap 400 Value ETF worth $17.4K as of Q3 2026.
  • Grove Bank & Trust left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q3 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #589 holding.
  • Grove Bank & Trust first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Grove Bank & Trust's iShares S&P Mid-Cap 400 Value ETF position peaked at $170K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.