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Grove Bank & Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Grove Bank & Trust’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$310K Buy
2,255
+9
+0.4% +$1.26K 0.03% 220
2026
Q2 		$329K Hold
2,246
– – 0.03% 211
2026
Q1 		$288K Hold
2,246
– – 0.03% 218
2025
Q4 		$308K Hold
2,246
– – 0.03% 219
2025
Q3 		$320K Hold
2,246
– – 0.04% 205
2025
Q2 		$311K Hold
2,246
– – 0.04% 203
2025
Q1 		$264K Hold
2,246
– – 0.04% 208
2024
Q4 		$285K Hold
2,246
– – 0.04% 183
2024
Q3 		$263K Hold
2,246
– – 0.04% 195
2024
Q2 		$248K Hold
2,246
– – 0.04% 194
2024
Q1 		$256K Buy
2,246
+1,046
+87% +$113K 0.04% 196
2023
Q4 		$125K Hold
1,200
– – 0.02% 263
2023
Q3 		$110K Hold
1,200
– – 0.02% 275
2023
Q2 		$116K Hold
1,200
– – 0.02% 276
2023
Q1 		$109K Hold
1,200
– – 0.02% 280
2022
Q4 		$100K Buy
+1,200
New +$101K 0.02% 286

Other funds holding IWP

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

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

Grove Bank & Trust increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.4% in Q3 2026, buying an estimated $1.26K and bringing the position to 2,255 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #220.

Grove Bank & Trust first reported a position in IWP in Q4 2022 and has held it in 16 quarters since. The position peaked at $329K in Q2 2026. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Grove Bank & Trust held 2,255 shares of iShares Russell Mid-Cap Growth ETF worth $310K as of Q3 2026.
  • Grove Bank & Trust bought 9 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $1.26K.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of Grove Bank & Trust's portfolio in Q3 2026, its #220 holding.
  • Grove Bank & Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Grove Bank & Trust's iShares Russell Mid-Cap Growth ETF position peaked at $329K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

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