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

Grove Bank & Trust’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.88M	Buy	15,989 +21	+0.1%	+$4.89K	0.38%	52
2026 Q1	$3.41M	Sell	15,968 -453	-3%	-$99.2K	0.39%	52
2025 Q4	$3.45M	Buy	16,421 +225	+1%	+$46.5K	0.39%	53
2025 Q3	$3.3M	Buy	16,196 +455	+3%	+$90.5K	0.39%	57
2025 Q2	$3.06M	Sell	15,741 -252	-2%	-$46.7K	0.38%	59
2025 Q1	$3.01M	Sell	15,993 -105	-0.7%	-$20K	0.4%	56
2024 Q4	$2.98M	Buy	16,098 +447	+3%	+$85.7K	0.41%	52
2024 Q3	$2.97M	Buy	15,651 +3,194	+26%	+$582K	0.44%	50
2024 Q2	$2.17M	Hold	12,457	–	–	0.35%	56
2024 Q1	$2.23M	Hold	12,457	–	–	0.38%	52
2023 Q4	$2.06M	Sell	12,457 -2,461	-16%	-$380K	0.38%	50
2023 Q3	$2.26M	Buy	14,918 +2,556	+21%	+$405K	0.46%	48
2023 Q2	$1.95M	Sell	12,362 -171	-1%	-$26.1K	0.39%	53
2023 Q1	$1.91M	Buy	12,533 +338	+3%	+$52.2K	0.4%	52
2022 Q4	$1.85M	Sell	12,195 -900	-7%	-$135K	0.41%	52
2022 Q3	$1.78M	Hold	13,095	–	–	0.44%	52
2022 Q2	$1.9M	Sell	13,095 -98	-0.7%	-$15.3K	0.45%	51
2022 Q1	$2.19M	Hold	13,193	–	–	0.43%	55
2021 Q4	$2.22M	Buy	13,193 +843	+7%	+$138K	0.42%	55
2021 Q3	$1.93M	Buy	12,350 +727	+6%	+$117K	0.41%	58
2021 Q2	$1.84M	Buy	11,623 +1,023	+10%	+$162K	0.4%	56
2021 Q1	$1.61M	Hold	10,600	–	–	0.38%	63
2020 Q4	$1.45M	Hold	10,600	–	–	0.38%	64
2020 Q3	$1.25M	Hold	10,600	–	–	0.38%	61
2020 Q2	$1.19M	Hold	10,600	–	–	0.39%	63
2020 Q1	$1.05M	Buy	10,600 +513	+5%	+$63.9K	0.41%	64
2019 Q4	$1.38M	Hold	10,087	–	–	0.41%	62
2019 Q3	$1.29M	Hold	10,087	–	–	0.42%	59
2019 Q2	$1.28M	Hold	10,087	–	–	0.47%	56
2019 Q1	$1.25M	Hold	10,087	–	–	0.48%	53
2018 Q4	$1.12M	Sell	10,087 -2,100	-17%	-$252K	0.52%	51
2018 Q3	$1.54M	Buy	12,187 +700	+6%	+$87.9K	0.63%	39
2018 Q2	$1.39M	Buy	11,487 +400	+4%	+$48.6K	0.59%	41
2018 Q1	$1.33M	Hold	11,087	–	–	0.59%	40
2017 Q4	$1.38M	Buy	11,087 +1,000	+10%	+$121K	0.6%	38
2017 Q3	$1.2M	Buy	+10,087	New	+$1.18M	0.58%	41
2017 Q1	–	Sell	-129	Closed	-$14K	–	562
2016 Q4	$14K	Hold	129	–	–	0.01%	347
2016 Q3	$14K	Hold	129	–	–	0.01%	201
2016 Q2	$13K	Hold	129	–	–	0.01%	198
2016 Q1	$13K	Hold	129	–	–	0.01%	214
2015 Q4	$13K	Buy	+129	New	+$12.8K	0.01%	259

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Grove Bank & Trust increased its iShares Russell 1000 Value ETF (IWD) stake by 0.13% in Q2 2026, buying an estimated $4.89K and bringing the position to 15,989 shares worth $3.88M. The position accounts for 0.38% of the portfolio, ranked #52.

Grove Bank & Trust first reported a position in IWD in Q4 2015 and has held it in 41 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Grove Bank & Trust held 15,989 shares of iShares Russell 1000 Value ETF worth $3.88M as of Q2 2026.
Grove Bank & Trust bought 21 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $4.89K.
iShares Russell 1000 Value ETF made up 0.38% of Grove Bank & Trust's portfolio in Q2 2026, its #52 holding.
Grove Bank & Trust first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 41 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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