Grove Bank & Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.57M | Sell |
23,310
-4,600
| -16% | -$484K | 0.26% | 66 |
|
|
2026
Q1 | $2.71M | Sell |
27,910
-1,309
| -4% | -$131K | 0.31% | 61 |
|
|
2025
Q4 | $2.81M | Buy |
29,219
+1,310
| +5% | +$126K | 0.32% | 61 |
|
|
2025
Q3 | $2.69M | Buy |
27,909
+2,309
| +9% | +$219K | 0.32% | 58 |
|
|
2025
Q2 | $2.35M | Hold |
25,600
| – | – | 0.29% | 67 |
|
|
2025
Q1 | $2.18M | Hold |
25,600
| – | – | 0.29% | 67 |
|
|
2024
Q4 | $2.26M | Hold |
25,600
| – | – | 0.31% | 63 |
|
|
2024
Q3 | $2.26M | Hold |
25,600
| – | – | 0.33% | 60 |
|
|
2024
Q2 | $2.08M | Hold |
25,600
| – | – | 0.33% | 58 |
|
|
2024
Q1 | $2.15M | Hold |
25,600
| – | – | 0.36% | 54 |
|
|
2023
Q4 | $1.99M | Hold |
25,600
| – | – | 0.37% | 52 |
|
|
2023
Q3 | $1.77M | Hold |
25,600
| – | – | 0.36% | 56 |
|
|
2023
Q2 | $1.87M | Hold |
25,600
| – | – | 0.38% | 55 |
|
|
2023
Q1 | $1.79M | Hold |
25,600
| – | – | 0.38% | 54 |
|
|
2022
Q4 | $1.73M | Sell |
25,600
-555
| -2% | -$37.4K | 0.38% | 56 |
|
|
2022
Q3 | $1.63M | Hold |
26,155
| – | – | 0.4% | 55 |
|
|
2022
Q2 | $1.69M | Hold |
26,155
| – | – | 0.4% | 57 |
|
|
2022
Q1 | $2.04M | Hold |
26,155
| – | – | 0.4% | 59 |
|
|
2021
Q4 | $2.17M | Hold |
26,155
| – | – | 0.41% | 58 |
|
|
2021
Q3 | $2.05M | Hold |
26,155
| – | – | 0.43% | 56 |
|
|
2021
Q2 | $2.07M | Hold |
26,155
| – | – | 0.45% | 53 |
|
|
2021
Q1 | $1.93M | Hold |
26,155
| – | – | 0.45% | 53 |
|
|
2020
Q4 | $1.79M | Hold |
26,155
| – | – | 0.47% | 53 |
|
|
2020
Q3 | $1.5M | Hold |
26,155
| – | – | 0.46% | 52 |
|
|
2020
Q2 | $1.4M | Buy |
26,155
+555
| +2% | +$27.8K | 0.46% | 56 |
|
|
2020
Q1 | $1.1M | Sell |
25,600
-4,800
| -16% | -$264K | 0.44% | 59 |
|
|
2019
Q4 | $1.81M | Buy |
30,400
+4,800
| +19% | +$276K | 0.54% | 44 |
|
|
2019
Q3 | $1.43M | Hold |
25,600
| – | – | 0.46% | 50 |
|
|
2019
Q2 | $1.43M | Hold |
25,600
| – | – | 0.52% | 47 |
|
|
2019
Q1 | $1.38M | Hold |
25,600
| – | – | 0.53% | 50 |
|
|
2018
Q4 | $1.19M | Hold |
25,600
| – | – | 0.56% | 45 |
|
|
2018
Q3 | $1.41M | Hold |
25,600
| – | – | 0.58% | 42 |
|
|
2018
Q2 | $1.36M | Hold |
25,600
| – | – | 0.58% | 42 |
|
|
2018
Q1 | $1.32M | Hold |
25,600
| – | – | 0.58% | 41 |
|
|
2017
Q4 | $1.33M | Hold |
25,600
| – | – | 0.58% | 40 |
|
|
2017
Q3 | $1.26M | Buy |
+25,600
| New | +$1.24M | 0.61% | 38 |
|
Other funds holding IWR
Grove Bank & Trust's IWR Position: Q2 2026 in Review
Grove Bank & Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 16% in Q2 2026, selling an estimated $484K and leaving 23,310 shares worth $2.57M. The position accounts for 0.26% of the portfolio, ranked #66.
Grove Bank & Trust first reported a position in IWR in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.81M in Q4 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Grove Bank & Trust held 23,310 shares of iShares Russell Mid-Cap ETF worth $2.57M as of Q2 2026.
- Grove Bank & Trust sold 4,600 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $484K.
- iShares Russell Mid-Cap ETF made up 0.26% of Grove Bank & Trust's portfolio in Q2 2026, its #66 holding.
- Grove Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and has held it in 36 quarters since.
- Grove Bank & Trust's iShares Russell Mid-Cap ETF position peaked at $2.81M in Q4 2025.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.