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

Grove Bank & Trust’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$173K	Hold	1,472	–	–	0.02%	281
2026 Q1	$148K	Hold	1,472	–	–	0.02%	294
2025 Q4	$143K	Hold	1,472	–	–	0.02%	299
2025 Q3	$141K	Hold	1,472	–	–	0.02%	290
2025 Q2	$134K	Hold	1,472	–	–	0.02%	297
2025 Q1	$123K	Hold	1,472	–	–	0.02%	295
2024 Q4	$134K	Hold	1,472	–	–	0.02%	262
2024 Q3	$135K	Hold	1,472	–	–	0.02%	264
2024 Q2	$130K	Hold	1,472	–	–	0.02%	261
2024 Q1	$134K	Hold	1,472	–	–	0.02%	265
2023 Q4	$117K	Buy	1,472 +837	+132%	+$61.4K	0.02%	268
2023 Q3	$45.9K	Hold	635	–	–	0.01%	373
2023 Q2	$47.6K	Buy	+635	New	+$45.3K	0.01%	373

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Grove Bank & Trust held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,472 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #281.

Grove Bank & Trust first reported a position in IJK in Q2 2023 and has held it in 13 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Grove Bank & Trust held 1,472 shares of iShares S&P Mid-Cap 400 Growth ETF worth $173K as of Q2 2026.
Grove Bank & Trust left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Grove Bank & Trust's portfolio in Q2 2026, its #281 holding.
Grove Bank & Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and has held it in 13 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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