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Grove Bank & Trust’s iShares Russell 1000 ETF IWB Stock Holding History

Grove Bank & Trust’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-269
Closed -$95.9K – 905
2026
Q1 		$95.9K Hold
269
– – 0.01% 345
2025
Q4 		$100K Sell
269
-222
-45% -$82.2K 0.01% 340
2025
Q3 		$179K Buy
491
+269
+121% +$94.7K 0.02% 258
2025
Q2 		$75.4K Hold
222
– – 0.01% 376
2025
Q1 		$68.1K Hold
222
– – 0.01% 372
2024
Q4 		$71.5K Buy
+222
New +$71.9K 0.01% 329
2017
Q1 		– Sell
-59
Closed -$7K – 561
2016
Q4 		$7K Hold
59
– – 0.01% 406
2016
Q3 		$7K Hold
59
– – 0.01% 221
2016
Q2 		$7K Hold
59
– – 0.01% 222
2016
Q1 		$7K Hold
59
– – 0.01% 237
2015
Q4 		$7K Buy
+59
New +$6.75K 0.01% 286

Other funds holding IWB

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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

Grove Bank & Trust sold out of iShares Russell 1000 ETF (IWB) in Q2 2026, closing a stake of 269 shares — an estimated $95.9K sold.

Grove Bank & Trust first reported a position in IWB in Q4 2015 and held it in 11 quarters. The position peaked at $179K in Q3 2025. 455 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Grove Bank & Trust reported no remaining iShares Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Grove Bank & Trust sold 269 iShares Russell 1000 ETF shares in Q2 2026, an estimated $95.9K.
  • Grove Bank & Trust first reported a position in iShares Russell 1000 ETF in Q4 2015 and held it in 11 quarters.
  • Grove Bank & Trust's iShares Russell 1000 ETF position peaked at $179K in Q3 2025.
  • 455 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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