Grove Bank & Trust’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$57.6K	Hold	450	–	–	0.01%	429
2026 Q2	$61.5K	Hold	450	–	–	0.01%	408
2026 Q1	$53.3K	Hold	450	–	–	0.01%	413
2025 Q4	$51.2K	Hold	450	–	–	0.01%	413
2025 Q3	$49.8K	Sell	450 -450	-50%	-$47.8K	0.01%	421
2025 Q2	$89.5K	Hold	900	–	–	0.01%	348
2025 Q1	$87.7K	Hold	900	–	–	0.01%	334
2024 Q4	$97.7K	Hold	900	–	–	0.01%	299
2024 Q3	$96.9K	Hold	900	–	–	0.01%	294
2024 Q2	$87.5K	Hold	900	–	–	0.01%	296
2024 Q1	$92.5K	Hold	900	–	–	0.02%	302
2023 Q4	$92.8K	Buy	900 +300	+50%	+$27.3K	0.02%	287
2023 Q3	$53.5K	Hold	600	–	–	0.01%	352
2023 Q2	$57.1K	Hold	600	–	–	0.01%	351
2023 Q1	$56.2K	Sell	600 -511	-46%	-$49.9K	0.01%	355
2022 Q4	$101K	Buy	+1,111	New	+$102K	0.02%	283

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

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

Grove Bank & Trust held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 450 shares worth $57.6K. The position accounts for 0.01% of the portfolio, ranked #429.

Grove Bank & Trust first reported a position in IJS in Q4 2022 and has held it in 16 quarters since. The position peaked at $101K in Q4 2022. 55 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Grove Bank & Trust held 450 shares of iShares S&P Small-Cap 600 Value ETF worth $57.6K as of Q3 2026.
Grove Bank & Trust left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #429 holding.
Grove Bank & Trust first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2022 and has held it in 16 quarters since.
Grove Bank & Trust's iShares S&P Small-Cap 600 Value ETF position peaked at $101K in Q4 2022.
55 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

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