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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$834K Hold
7,635
0.82% 38
2025
Q1
$798K Sell
7,635
-10
-0.1% -$1.05K 0.85% 38
2024
Q4
$868K Sell
7,645
-172
-2% -$19.5K 0.87% 39
2024
Q3
$914K Buy
+7,817
New +$914K 0.9% 36