Bangor Savings Bank’s iShares Dow Jones US ETF IYY Stock Holding History

Bangor Savings Bank’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	$87.5K	Hold	472	–	–	0.01%	254
2026 Q2	$86K	Hold	472	–	–	0.01%	262
2026 Q1	$74.8K	Hold	472	–	–	0.01%	257
2025 Q4	$78.3K	Hold	472	–	–	0.01%	263
2025 Q3	$76.7K	Hold	472	–	–	0.01%	265
2025 Q2	$71.2K	Hold	472	–	–	0.01%	276
2025 Q1	$64.2K	Hold	472	–	–	0.01%	276
2024 Q4	$67.5K	Hold	472	–	–	0.01%	275
2024 Q3	$65.9K	Hold	472	–	–	0.01%	280
2024 Q2	$62.5K	Hold	472	–	–	0.01%	274
2024 Q1	$60.5K	Hold	472	–	–	0.01%	277
2023 Q4	$55K	Hold	472	–	–	0.01%	288
2023 Q3	$49.3K	Hold	472	–	–	0.01%	290
2023 Q2	$51.1K	Hold	472	–	–	0.01%	296
2023 Q1	$47.2K	Hold	472	–	–	0.01%	303
2022 Q4	$44K	Buy	+472	New	+$44.4K	0.01%	307

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

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

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

Bangor Savings Bank's IYY Position: Q3 2026 in Review

Bangor Savings Bank held its iShares Dow Jones US ETF (IYY) position steady in Q3 2026 at 472 shares worth $87.5K. The position accounts for 0.01% of the portfolio, ranked #254.

Bangor Savings Bank first reported a position in IYY in Q4 2022 and has held it in 16 quarters since. 21 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

Bangor Savings Bank held 472 shares of iShares Dow Jones US ETF worth $87.5K as of Q3 2026.
Bangor Savings Bank left its iShares Dow Jones US ETF share count unchanged in Q3 2026.
iShares Dow Jones US ETF made up 0.01% of Bangor Savings Bank's portfolio in Q3 2026, its #254 holding.
Bangor Savings Bank first reported a position in iShares Dow Jones US ETF in Q4 2022 and has held it in 16 quarters since.
21 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Bangor Savings Bank's 13F filing for Q3 2026, filed 6 Oct 2026.