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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$892K	Hold	6,017	–	–	0.72%	36
2026 Q1	$748K	Sell	6,017 -238	-4%	-$30.2K	0.67%	48
2025 Q4	$752K	Hold	6,255	–	–	0.65%	51
2025 Q3	$743K	Sell	6,255 -1,380	-18%	-$159K	0.68%	45
2025 Q2	$834K	Hold	7,635	–	–	0.82%	38
2025 Q1	$798K	Sell	7,635 -10	-0.1%	-$1.13K	0.85%	38
2024 Q4	$868K	Sell	7,645 -172	-2%	-$20.5K	0.87%	39
2024 Q3	$914K	Buy	+7,817	New	+$883K	0.9%	36

Other funds holding IJR

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Kennebec Savings Bank held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q2 2026 at 6,017 shares worth $892K. The position accounts for 0.72% of the portfolio, ranked #36.

Kennebec Savings Bank first reported a position in IJR in Q3 2024 and has held it in 8 quarters since. The position peaked at $914K in Q3 2024. 526 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Kennebec Savings Bank held 6,017 shares of iShares Core S&P Small-Cap ETF worth $892K as of Q2 2026.
Kennebec Savings Bank left its iShares Core S&P Small-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Small-Cap ETF made up 0.72% of Kennebec Savings Bank's portfolio in Q2 2026, its #36 holding.
Kennebec Savings Bank first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Kennebec Savings Bank's iShares Core S&P Small-Cap ETF position peaked at $914K in Q3 2024.
526 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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