Kennebec Savings Bank’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kennebec Savings Bank’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1K	Hold	170	–	–	0.01%	228
2026 Q1	$11.5K	Hold	170	–	–	0.01%	200
2025 Q4	$11.2K	Hold	170	–	–	0.01%	207
2025 Q3	$11.1K	Hold	170	–	–	0.01%	214
2025 Q2	$10.5K	Sell	170 -149	-47%	-$8.75K	0.01%	212
2025 Q1	$18.6K	Buy	319 +149	+88%	+$9.25K	0.02%	190
2024 Q4	$10.6K	Hold	170	–	–	0.01%	210
2024 Q3	$10.6K	Buy	+170	New	+$10.3K	0.01%	222

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kennebec Savings Bank's IJH Position: Q2 2026 in Review

Kennebec Savings Bank held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 170 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #228.

Kennebec Savings Bank first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.6K in Q1 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Kennebec Savings Bank held 170 shares of iShares Core S&P Mid-Cap ETF worth $13.1K as of Q2 2026.
Kennebec Savings Bank left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Kennebec Savings Bank's portfolio in Q2 2026, its #228 holding.
Kennebec Savings Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Kennebec Savings Bank's iShares Core S&P Mid-Cap ETF position peaked at $18.6K in Q1 2025.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Kennebec Savings Bank's 13F filing for Q2 2026, filed 13 Jul 2026.