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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
Q3 		$294K Hold
1,290
– – 0.03% 224
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Grove Bank & Trust held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 1,290 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #224.

Grove Bank & Trust first reported a position in IVE in Q1 2024 and has held it in 11 quarters since. 95 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Grove Bank & Trust held 1,290 shares of iShares S&P 500 Value ETF worth $294K as of Q3 2026.
  • Grove Bank & Trust left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
  • iShares S&P 500 Value ETF made up 0.03% of Grove Bank & Trust's portfolio in Q3 2026, its #224 holding.
  • Grove Bank & Trust first reported a position in iShares S&P 500 Value ETF in Q1 2024 and has held it in 11 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

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