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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
Q3 		$161K Hold
1,472
– – 0.02% 293
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

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

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

Grove Bank & Trust held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2026 at 1,472 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #293.

Grove Bank & Trust first reported a position in IJK in Q2 2023 and has held it in 14 quarters since. The position peaked at $173K in Q2 2026. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

  • Grove Bank & Trust held 1,472 shares of iShares S&P Mid-Cap 400 Growth ETF worth $161K as of Q3 2026.
  • Grove Bank & Trust left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Grove Bank & Trust's portfolio in Q3 2026, its #293 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 14 quarters since.
  • Grove Bank & Trust's iShares S&P Mid-Cap 400 Growth ETF position peaked at $173K in Q2 2026.
  • 53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

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