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Grove Bank & Trust’s iShares US Technology ETF IYW Stock Holding History

Grove Bank & Trust’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55K Buy
+218
New +$50.1K 0.01% 423
2023
Q4 		– Sell
-20
Closed -$2.1K – 648
2023
Q3 		$2.1K Buy
+20
New +$2.17K ﹤0.01% 642

Other funds holding IYW

HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $222M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Grove Bank & Trust opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 218 shares worth $55K. The stake represents 0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Grove Bank & Trust previously reported a position in IYW as recently as Q3 2023.

Grove Bank & Trust first reported a position in IYW in Q3 2023 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Grove Bank & Trust held 218 shares of iShares US Technology ETF worth $55K as of Q2 2026.
  • iShares US Technology ETF was a new Grove Bank & Trust position in Q2 2026.
  • iShares US Technology ETF made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #423 holding.
  • Grove Bank & Trust first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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