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Camden National Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

Camden National Bank’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.95M Buy
9,279
+151
+2% +$110K 0.91% 51
2026
Q1 		$5.96M Sell
9,128
-178
-2% -$122K 0.81% 55
2025
Q4 		$6.37M Buy
9,306
+6,764
+266% +$4.59M 0.88% 53
2025
Q3 		$1.7M Buy
2,542
+159
+7% +$102K 0.24% 69
2025
Q2 		$1.48M Buy
2,383
+27
+1% +$15.5K 0.21% 71
2025
Q1 		$1.32M Sell
2,356
-26
-1% -$15.4K 0.2% 72
2024
Q4 		$1.4M Sell
2,382
-51
-2% -$30.2K 0.21% 72
2024
Q3 		$1.4M Sell
2,433
-147
-6% -$81.7K 0.2% 73
2024
Q2 		$1.41M Sell
2,580
-12
-0.5% -$6.31K 0.22% 73
2024
Q1 		$1.36M Buy
2,592
+25
+1% +$12.5K 0.24% 71
2023
Q4 		$1.23M Sell
2,567
-90
-3% -$40.3K 0.23% 68
2023
Q3 		$1.14M Sell
2,657
-456
-15% -$204K 0.23% 68
2023
Q2 		$1.39M Buy
3,113
+335
+12% +$141K 0.27% 66
2023
Q1 		$1.14M Buy
2,778
+1,063
+62% +$426K 0.23% 70
2022
Q4 		$659K Sell
1,715
-28
-2% -$10.8K 0.14% 78
2022
Q3 		$625K Hold
1,743
– – 0.14% 77
2022
Q2 		$661K Sell
1,743
-75
-4% -$30.9K 0.14% 81
2022
Q1 		$825K Buy
1,818
+5
+0.3% +$2.24K 0.15% 78
2021
Q4 		$865K Buy
1,813
+1,017
+128% +$469K 0.15% 80
2021
Q3 		$343K Hold
796
– – 0.07% 109
2021
Q2 		$342K Buy
796
+101
+15% +$42.3K 0.06% 114
2021
Q1 		$276K Buy
+695
New +$269K 0.06% 126

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Camden National Bank's IVV Position: Q2 2026 in Review

Camden National Bank increased its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q2 2026, buying an estimated $110K and bringing the position to 9,279 shares worth $6.95M. The position accounts for 0.91% of the portfolio, ranked #51.

Camden National Bank first reported a position in IVV in Q1 2021 and has held it in 22 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Camden National Bank held 9,279 shares of iShares Core S&P 500 ETF worth $6.95M as of Q2 2026.
  • Camden National Bank bought 151 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $110K.
  • iShares Core S&P 500 ETF made up 0.91% of Camden National Bank's portfolio in Q2 2026, its #51 holding.
  • Camden National Bank first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Camden National Bank's 13F filing for Q2 2026, filed 31 Jul 2026.