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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

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

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

Grove Bank & Trust held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,246 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #211.

Grove Bank & Trust first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Grove Bank & Trust held 2,246 shares of iShares Russell Mid-Cap Growth ETF worth $329K as of Q2 2026.
Grove Bank & Trust left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Grove Bank & Trust's portfolio in Q2 2026, its #211 holding.
Grove Bank & Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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