Grove Bank & Trust’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$213K	Sell	500 -2,900	-85%	-$1.19M	0.02%	260
2026 Q1	$1.26M	Hold	3,400	–	–	0.14%	91
2025 Q4	$1.32M	Hold	3,400	–	–	0.15%	91
2025 Q3	$1.29M	Buy	3,400 +2,900	+580%	+$1.06M	0.15%	93
2025 Q2	$176K	Hold	500	–	–	0.02%	268
2025 Q1	$159K	Hold	500	–	–	0.02%	267
2024 Q4	$167K	Hold	500	–	–	0.02%	239
2024 Q3	$163K	Sell	500 -15	-3%	-$4.72K	0.02%	242
2024 Q2	$159K	Hold	515	–	–	0.03%	245
2024 Q1	$155K	Hold	515	–	–	0.03%	252
2023 Q4	$141K	Hold	515	–	–	0.03%	253
2023 Q3	$126K	Hold	515	–	–	0.03%	256
2023 Q2	$131K	Hold	515	–	–	0.03%	258
2023 Q1	$121K	Hold	515	–	–	0.03%	269
2022 Q4	$114K	Buy	+515	New	+$114K	0.03%	272

Other funds holding IWV

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Grove Bank & Trust reduced its iShares Russell 3000 ETF (IWV) stake by 85% in Q2 2026, selling an estimated $1.19M and leaving 500 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #260.

Grove Bank & Trust first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Grove Bank & Trust held 500 shares of iShares Russell 3000 ETF worth $213K as of Q2 2026.
Grove Bank & Trust sold 2,900 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.19M.
iShares Russell 3000 ETF made up 0.02% of Grove Bank & Trust's portfolio in Q2 2026, its #260 holding.
Grove Bank & Trust first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
Grove Bank & Trust's iShares Russell 3000 ETF position peaked at $1.32M in Q4 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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