Grove Bank & Trust’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$92.1K	Hold	497	–	–	0.01%	363
2026 Q2	$90.6K	Hold	497	–	–	0.01%	358
2026 Q1	$78.8K	Hold	497	–	–	0.01%	370
2025 Q4	$82.4K	Hold	497	–	–	0.01%	360
2025 Q3	$80.8K	Sell	497 -292	-37%	-$45.7K	0.01%	361
2025 Q2	$119K	Hold	789	–	–	0.01%	313
2025 Q1	$107K	Buy	789 +664	+531%	+$95.3K	0.01%	312
2024 Q4	$17.9K	Buy	+125	New	+$18K	﹤0.01%	483

Other funds holding IYY

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

KWM

Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

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

Grove Bank & Trust held its iShares Dow Jones US ETF (IYY) position steady in Q3 2026 at 497 shares worth $92.1K. The position accounts for 0.01% of the portfolio, ranked #363.

Grove Bank & Trust first reported a position in IYY in Q4 2024 and has held it in 8 quarters since. The position peaked at $119K in Q2 2025. 21 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

Grove Bank & Trust held 497 shares of iShares Dow Jones US ETF worth $92.1K as of Q3 2026.
Grove Bank & Trust left its iShares Dow Jones US ETF share count unchanged in Q3 2026.
iShares Dow Jones US ETF made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #363 holding.
Grove Bank & Trust first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 8 quarters since.
Grove Bank & Trust's iShares Dow Jones US ETF position peaked at $119K in Q2 2025.
21 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

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