Kennebec Savings Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

Kennebec Savings 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	$37.4K	Sell	50 -4	-7%	-$2.91K	0.03%	179
2026 Q1	$35.3K	Hold	54	–	–	0.03%	159
2025 Q4	$37K	Sell	54 -15	-22%	-$10.2K	0.03%	159
2025 Q3	$46.2K	Hold	69	–	–	0.04%	144
2025 Q2	$42.8K	Hold	69	–	–	0.04%	146
2025 Q1	$38.8K	Hold	69	–	–	0.04%	156
2024 Q4	$40.3K	Hold	69	–	–	0.04%	153
2024 Q3	$39.8K	Buy	+69	New	+$38.4K	0.04%	166

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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

Kennebec Savings Bank reduced its iShares Core S&P 500 ETF (IVV) stake by 7.4% in Q2 2026, selling an estimated $2.91K and leaving 50 shares worth $37.4K. The position accounts for 0.03% of the portfolio, ranked #179.

Kennebec Savings Bank first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $46.2K in Q3 2025. 1,763 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Kennebec Savings Bank held 50 shares of iShares Core S&P 500 ETF worth $37.4K as of Q2 2026.
Kennebec Savings Bank sold 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
iShares Core S&P 500 ETF made up 0.03% of Kennebec Savings Bank's portfolio in Q2 2026, its #179 holding.
Kennebec Savings Bank first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
Kennebec Savings Bank's iShares Core S&P 500 ETF position peaked at $46.2K in Q3 2025.
1,763 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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