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Grove Bank & Trust’s iShares S&P 500 Value ETF IVE Stock Holding History

Grove Bank & Trust’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$293K Hold
1,290
– – 0.03% 221
2026
Q1 		$272K Hold
1,290
– – 0.03% 223
2025
Q4 		$274K Hold
1,290
– – 0.03% 229
2025
Q3 		$266K Hold
1,290
– – 0.03% 221
2025
Q2 		$252K Hold
1,290
– – 0.03% 222
2025
Q1 		$246K Hold
1,290
– – 0.03% 215
2024
Q4 		$246K Hold
1,290
– – 0.03% 204
2024
Q3 		$254K Hold
1,290
– – 0.04% 199
2024
Q2 		$235K Hold
1,290
– – 0.04% 203
2024
Q1 		$241K Buy
+1,290
New +$229K 0.04% 204

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Grove Bank & Trust held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,290 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #221.

Grove Bank & Trust first reported a position in IVE in Q1 2024 and has held it in 10 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Grove Bank & Trust held 1,290 shares of iShares S&P 500 Value ETF worth $293K as of Q2 2026.
  • Grove Bank & Trust left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.03% of Grove Bank & Trust's portfolio in Q2 2026, its #221 holding.
  • Grove Bank & Trust first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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