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Grove Bank & Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

Grove Bank & Trust’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$589K Sell
4,281
-1,529
-26% -$202K 0.06% 152
2026
Q1 		$657K Buy
5,810
+3,029
+109% +$364K 0.07% 142
2025
Q4 		$343K Hold
2,781
– – 0.04% 209
2025
Q3 		$336K Hold
2,781
– – 0.04% 201
2025
Q2 		$306K Hold
2,781
– – 0.04% 204
2025
Q1 		$258K Hold
2,781
– – 0.03% 211
2024
Q4 		$282K Hold
2,781
– – 0.04% 187
2024
Q3 		$266K Hold
2,781
– – 0.04% 193
2024
Q2 		$257K Hold
2,781
– – 0.04% 187
2024
Q1 		$235K Buy
+2,781
New +$223K 0.04% 207
2023
Q4 		– Sell
-32
Closed -$2.19K – 646
2023
Q3 		$2.19K Buy
+32
New +$2.27K ﹤0.01% 640

Other funds holding IVW

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

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

Grove Bank & Trust reduced its iShares S&P 500 Growth ETF (IVW) stake by 26% in Q2 2026, selling an estimated $202K and leaving 4,281 shares worth $589K. The position accounts for 0.06% of the portfolio, ranked #152.

Grove Bank & Trust first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. The position peaked at $657K in Q1 2026. 425 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Grove Bank & Trust held 4,281 shares of iShares S&P 500 Growth ETF worth $589K as of Q2 2026.
  • Grove Bank & Trust sold 1,529 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $202K.
  • iShares S&P 500 Growth ETF made up 0.06% of Grove Bank & Trust's portfolio in Q2 2026, its #152 holding.
  • Grove Bank & Trust first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • Grove Bank & Trust's iShares S&P 500 Growth ETF position peaked at $657K in Q1 2026.
  • 425 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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