GBT
IWN icon

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

Grove Bank & Trust’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$138K Hold
659
– – 0.01% 315
2026
Q2 		$146K Hold
659
– – 0.01% 301
2026
Q1 		$125K Hold
659
– – 0.01% 311
2025
Q4 		$119K Hold
659
– – 0.01% 322
2025
Q3 		$117K Hold
659
– – 0.01% 313
2025
Q2 		$104K Hold
659
– – 0.01% 333
2025
Q1 		$99.5K Hold
659
– – 0.01% 319
2024
Q4 		$108K Hold
659
– – 0.02% 287
2024
Q3 		$110K Hold
659
– – 0.02% 282
2024
Q2 		$100K Sell
659
-353
-35% -$54K 0.02% 278
2024
Q1 		$161K Buy
1,012
+651
+180% +$98.6K 0.03% 249
2023
Q4 		$56.1K Hold
361
– – 0.01% 345
2023
Q3 		$48.9K Hold
361
– – 0.01% 367
2023
Q2 		$50.8K Hold
361
– – 0.01% 367
2023
Q1 		$49.5K Buy
+361
New +$52.3K 0.01% 370

Other funds holding IWN

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

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

Grove Bank & Trust held its iShares Russell 2000 Value ETF (IWN) position steady in Q3 2026 at 659 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #315.

Grove Bank & Trust first reported a position in IWN in Q1 2023 and has held it in 15 quarters since. The position peaked at $161K in Q1 2024. 57 funds tracked by Wall St. Rank hold IWN as of Q3 2026.

  • Grove Bank & Trust held 659 shares of iShares Russell 2000 Value ETF worth $138K as of Q3 2026.
  • Grove Bank & Trust left its iShares Russell 2000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #315 holding.
  • Grove Bank & Trust first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and has held it in 15 quarters since.
  • Grove Bank & Trust's iShares Russell 2000 Value ETF position peaked at $161K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2026.

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