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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
Q3 		$57.7K Hold
218
– – 0.01% 428
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

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Grove Bank & Trust held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 218 shares worth $57.7K. The position accounts for 0.01% of the portfolio, ranked #428.

Grove Bank & Trust first reported a position in IYW in Q3 2023 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

  • Grove Bank & Trust held 218 shares of iShares US Technology ETF worth $57.7K as of Q3 2026.
  • Grove Bank & Trust left its iShares US Technology ETF share count unchanged in Q3 2026.
  • iShares US Technology ETF made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #428 holding.
  • Grove Bank & Trust first reported a position in iShares US Technology ETF in Q3 2023 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

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