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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
Q3 		$216K Hold
500
– – 0.02% 260
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

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

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

Grove Bank & Trust held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 500 shares worth $216K. 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 16 quarters since. The position peaked at $1.32M in Q4 2025. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Grove Bank & Trust held 500 shares of iShares Russell 3000 ETF worth $216K as of Q3 2026.
  • Grove Bank & Trust left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
  • iShares Russell 3000 ETF made up 0.02% of Grove Bank & Trust's portfolio in Q3 2026, its #260 holding.
  • Grove Bank & Trust first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Grove Bank & Trust's iShares Russell 3000 ETF position peaked at $1.32M in Q4 2025.
  • 46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

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