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Grove Bank & Trust’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Grove Bank & Trust’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8M Sell
65,477
-88
-0.1% -$14K 1.07% 26
2026
Q1 		$9.34M Sell
65,565
-297
-0.5% -$44.2K 1.06% 29
2025
Q4 		$9.79M Sell
65,862
-44
-0.1% -$6.49K 1.1% 24
2025
Q3 		$9.6M Sell
65,906
-183
-0.3% -$25.7K 1.12% 21
2025
Q2 		$8.92M Hold
66,089
– – 1.11% 20
2025
Q1 		$8.06M Buy
66,089
+6,803
+11% +$877K 1.08% 20
2024
Q4 		$7.63M Sell
59,286
-140
-0.2% -$18.1K 1.06% 21
2024
Q3 		$7.47M Buy
59,426
+116
+0.2% +$14K 1.1% 17
2024
Q2 		$7.04M Hold
59,310
– – 1.13% 19
2024
Q1 		$6.84M Hold
59,310
– – 1.15% 18
2023
Q4 		$6.24M Sell
59,310
-1,751
-3% -$172K 1.15% 16
2023
Q3 		$5.75M Hold
61,061
– – 1.17% 18
2023
Q2 		$5.97M Hold
61,061
– – 1.21% 18
2023
Q1 		$5.53M Hold
61,061
– – 1.17% 19
2022
Q4 		$5.18M Sell
61,061
-119
-0.2% -$10.2K 1.14% 18
2022
Q3 		$4.87M Buy
61,180
+410
+0.7% +$36.3K 1.21% 17
2022
Q2 		$5.09M Sell
60,770
-140
-0.2% -$12.8K 1.22% 18
2022
Q1 		$6.15M Sell
60,910
-50
-0.1% -$4.99K 1.21% 18
2021
Q4 		$6.52M Hold
60,960
– – 1.25% 16
2021
Q3 		$6M Hold
60,960
– – 1.26% 17
2021
Q2 		$6.02M Hold
60,960
– – 1.3% 14
2021
Q1 		$5.58M Hold
60,960
– – 1.31% 14
2020
Q4 		$5.26M Sell
60,960
-100
-0.2% -$8.1K 1.37% 14
2020
Q3 		$4.61M Buy
61,060
+2,500
+4% +$187K 1.41% 14
2020
Q2 		$4.07M Buy
58,560
+3,560
+6% +$233K 1.34% 14
2020
Q1 		$3.15M Buy
55,000
+4,050
+8% +$278K 1.24% 19
2019
Q4 		$3.7M Buy
50,950
+150
+0.3% +$10.4K 1.11% 19
2019
Q3 		$3.41M Buy
50,800
+500
+1% +$33.5K 1.1% 19
2019
Q2 		$3.35M Buy
50,300
+1,650
+3% +$108K 1.22% 18
2019
Q1 		$3.13M Hold
48,650
– – 1.2% 18
2018
Q4 		$2.76M Buy
+48,650
New +$2.99M 1.29% 17

Other funds holding ITOT

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
CS
Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

Grove Bank & Trust reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.13% in Q2 2026, selling an estimated $14K and leaving 65,477 shares worth $10.8M. The position accounts for 1.07% of the portfolio, ranked #26.

Grove Bank & Trust first reported a position in ITOT in Q4 2018 and has held it in 31 quarters since. 562 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Grove Bank & Trust held 65,477 shares of iShares Core S&P Total US Stock Market ETF worth $10.8M as of Q2 2026.
  • Grove Bank & Trust sold 88 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $14K.
  • iShares Core S&P Total US Stock Market ETF made up 1.07% of Grove Bank & Trust's portfolio in Q2 2026, its #26 holding.
  • Grove Bank & Trust first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 562 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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