Grove Bank & Trust’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$4.9K | 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 |
|