Grove Bank & Trust’s iShares US Energy ETF IYE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$770K	Hold	13,608	–	–	0.08%	136
2026 Q1	$881K	Hold	13,608	–	–	0.1%	123
2025 Q4	$647K	Hold	13,608	–	–	0.07%	152
2025 Q3	$647K	Buy	13,608 +7,450	+121%	+$347K	0.08%	147
2025 Q2	$278K	Hold	6,158	–	–	0.03%	210
2025 Q1	$304K	Hold	6,158	–	–	0.04%	191
2024 Q4	$281K	Sell	6,158 -5,000	-45%	-$240K	0.04%	188
2024 Q3	$517K	Hold	11,158	–	–	0.08%	154
2024 Q2	$536K	Hold	11,158	–	–	0.09%	145
2024 Q1	$551K	Hold	11,158	–	–	0.09%	142
2023 Q4	$492K	Hold	11,158	–	–	0.09%	146
2023 Q3	$529K	Hold	11,158	–	–	0.11%	140
2023 Q2	$478K	Hold	11,158	–	–	0.1%	143
2023 Q1	$488K	Hold	11,158	–	–	0.1%	142
2022 Q4	$519K	Hold	11,158	–	–	0.11%	139
2022 Q3	$439K	Hold	11,158	–	–	0.11%	148
2022 Q2	$425K	Hold	11,158	–	–	0.1%	147
2022 Q1	$457K	Hold	11,158	–	–	0.09%	152
2021 Q4	$336K	Hold	11,158	–	–	0.06%	187
2021 Q3	$315K	Hold	11,158	–	–	0.07%	187
2021 Q2	$325K	Hold	11,158	–	–	0.07%	175
2021 Q1	$293K	Hold	11,158	–	–	0.07%	177
2020 Q4	$226K	Buy	+11,158	New	+$205K	0.06%	189

Other funds holding IYE

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return