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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$168K	Hold	427	–	–	0.02%	284
2026 Q1	$134K	Hold	427	–	–	0.02%	304
2025 Q4	$138K	Hold	427	–	–	0.02%	304
2025 Q3	$137K	Hold	427	–	–	0.02%	292
2025 Q2	$122K	Hold	427	–	–	0.02%	308
2025 Q1	$109K	Hold	427	–	–	0.01%	309
2024 Q4	$123K	Hold	427	–	–	0.02%	274
2024 Q3	$121K	Hold	427	–	–	0.02%	273
2024 Q2	$112K	Hold	427	–	–	0.02%	272
2024 Q1	$116K	Buy	+427	New	+$109K	0.02%	279

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Grove Bank & Trust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 427 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #284.

Grove Bank & Trust first reported a position in IWO in Q1 2024 and has held it in 10 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Grove Bank & Trust held 427 shares of iShares Russell 2000 Growth ETF worth $168K as of Q2 2026.
Grove Bank & Trust left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.02% of Grove Bank & Trust's portfolio in Q2 2026, its #284 holding.
Grove Bank & Trust first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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