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Grove Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

Grove Bank & Trust’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.94M Buy
9,784
+836
+9% +$235K 0.29% 63
2026
Q1 		$2.22M Sell
8,948
-187
-2% -$48.2K 0.25% 69
2025
Q4 		$2.25M Buy
9,135
+1,090
+14% +$268K 0.25% 70
2025
Q3 		$1.95M Buy
8,045
+296
+4% +$67.9K 0.23% 73
2025
Q2 		$1.67M Sell
7,749
-583
-7% -$117K 0.21% 82
2025
Q1 		$1.66M Sell
8,332
-515
-6% -$112K 0.22% 79
2024
Q4 		$1.95M Buy
8,847
+540
+7% +$123K 0.27% 65
2024
Q3 		$1.83M Sell
8,307
-1,674
-17% -$358K 0.27% 68
2024
Q2 		$2.03M Buy
9,981
+1,787
+22% +$361K 0.33% 61
2024
Q1 		$1.72M Hold
8,194
– – 0.29% 64
2023
Q4 		$1.64M Buy
8,194
+11
+0.1% +$1.97K 0.3% 61
2023
Q3 		$1.45M Hold
8,183
– – 0.29% 68
2023
Q2 		$1.53M Buy
8,183
+13
+0.2% +$2.32K 0.31% 66
2023
Q1 		$1.46M Hold
8,170
– – 0.31% 65
2022
Q4 		$1.43M Hold
8,170
– – 0.31% 66
2022
Q3 		$1.35M Hold
8,170
– – 0.33% 65
2022
Q2 		$1.38M Hold
8,170
– – 0.33% 68
2022
Q1 		$1.68M Hold
8,170
– – 0.33% 69
2021
Q4 		$1.82M Hold
8,170
– – 0.35% 63
2021
Q3 		$1.79M Buy
8,170
+170
+2% +$37.7K 0.38% 60
2021
Q2 		$1.83M Hold
8,000
– – 0.4% 57
2021
Q1 		$1.77M Hold
8,000
– – 0.42% 56
2020
Q4 		$1.57M Buy
8,000
+50
+0.6% +$8.75K 0.41% 58
2020
Q3 		$1.19M Hold
7,950
– – 0.36% 63
2020
Q2 		$1.14M Buy
7,950
+300
+4% +$39.4K 0.37% 65
2020
Q1 		$876K Sell
7,650
-377
-5% -$56.2K 0.35% 79
2019
Q4 		$1.33M Hold
8,027
– – 0.4% 66
2019
Q3 		$1.22M Hold
8,027
– – 0.39% 67
2019
Q2 		$1.25M Hold
8,027
– – 0.46% 59
2019
Q1 		$1.23M Buy
8,027
+54
+0.7% +$8.12K 0.47% 55
2018
Q4 		$1.07M Buy
7,973
+1,291
+19% +$193K 0.5% 55
2018
Q3 		$1.13M Buy
6,682
+100
+2% +$16.9K 0.46% 57
2018
Q2 		$1.08M Hold
6,582
– – 0.46% 56
2018
Q1 		$999K Sell
6,582
-125
-2% -$19.3K 0.44% 61
2017
Q4 		$1.02M Buy
6,707
+1,352
+25% +$203K 0.45% 58
2017
Q3 		$794K Buy
5,355
+4,593
+603% +$646K 0.39% 66
2017
Q2 		$107K Buy
762
+125
+20% +$17.3K 0.07% 183
2017
Q1 		$88K Sell
637
-1,725
-73% -$236K 0.07% 175
2016
Q4 		$319K Hold
2,362
– – 0.24% 75
2016
Q3 		$293K Sell
2,362
-25
-1% -$3.04K 0.25% 79
2016
Q2 		$274K Hold
2,387
– – 0.25% 80
2016
Q1 		$264K Hold
2,387
– – 0.24% 80
2015
Q4 		$269K Buy
+2,387
New +$275K 0.24% 78

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

Grove Bank & Trust increased its iShares Russell 2000 ETF (IWM) stake by 9.3% in Q2 2026, buying an estimated $235K and bringing the position to 9,784 shares worth $2.94M. The position accounts for 0.29% of the portfolio, ranked #63.

Grove Bank & Trust first reported a position in IWM in Q4 2015 and has held it in 43 quarters since. 1,015 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Grove Bank & Trust held 9,784 shares of iShares Russell 2000 ETF worth $2.94M as of Q2 2026.
  • Grove Bank & Trust bought 836 iShares Russell 2000 ETF shares in Q2 2026, an estimated $235K.
  • iShares Russell 2000 ETF made up 0.29% of Grove Bank & Trust's portfolio in Q2 2026, its #63 holding.
  • Grove Bank & Trust first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 43 quarters since.
  • 1,015 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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