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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Grove Bank & Trust held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 497 shares worth $90.6K. The position accounts for 0.01% of the portfolio, ranked #358.

Grove Bank & Trust first reported a position in IYY in Q4 2024 and has held it in 7 quarters since. The position peaked at $119K in Q2 2025. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Grove Bank & Trust held 497 shares of iShares Dow Jones US ETF worth $90.6K as of Q2 2026.
  • Grove Bank & Trust left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
  • iShares Dow Jones US ETF made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #358 holding.
  • Grove Bank & Trust first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 7 quarters since.
  • Grove Bank & Trust's iShares Dow Jones US ETF position peaked at $119K in Q2 2025.
  • 293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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