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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
Q3 		$152K Hold
427
– – 0.02% 302
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

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

Grove Bank & Trust held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 427 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #302.

Grove Bank & Trust first reported a position in IWO in Q1 2024 and has held it in 11 quarters since. The position peaked at $168K in Q2 2026. 43 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

  • Grove Bank & Trust held 427 shares of iShares Russell 2000 Growth ETF worth $152K as of Q3 2026.
  • Grove Bank & Trust left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Grove Bank & Trust's portfolio in Q3 2026, its #302 holding.
  • Grove Bank & Trust first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • Grove Bank & Trust's iShares Russell 2000 Growth ETF position peaked at $168K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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