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Independence Bank of Kentucky Historic Quarter Change: USA ETF, Added

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Independence Bank of Kentucky historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Independence Bank of Kentucky opened 139 positions, added to 394, reduced 484 and sold out of 114.

  • Q2 2026: Stock AVDE; Country of operation —; Class INTL EQT ETF; Shares before 181,691.
  • Q2 2026: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 62,713.
  • Q2 2026: Stock AVEM; Country of operation —; Class AVANTIS EMGMKT; Shares before 58,313.
  • Q2 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 18,872.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1730479), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-13); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-20); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-11); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-24); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-09); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-25); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026AVDE
Avantis International Equity ETF		INTL EQT ETF181,691208,983+27,292$15,414,664$18,641,284+$3,226,6202026-07-13
Q2 2026VTI
Vanguard Total Stock Market ETF		TOTAL STK MKT62,71362,906+193$20,118,958$23,277,817+$3,158,8592026-07-13
Q2 2026AVEM
Avantis Emerging Markets Equity ETF		AVANTIS EMGMKT58,31381,226+22,913$4,698,862$7,837,497+$3,138,6352026-07-13
Q2 2026VOO
Vanguard S&P 500 Index ETF		S&P 500 ETF SHS18,87219,262+390$11,276,964$13,229,334+$1,952,3702026-07-13
Q2 2026IWM
Russell 2000 Index Fund		RUSSELL 2000 ETF27,25827,712+454$6,759,984$8,326,070+$1,566,0862026-07-13
Q2 2026IVW
Ishares Trust S&P 500 Growth ETF		S&P 500 GRWT ETF5259,142+8,617$59,383$1,257,299+$1,197,9162026-07-13
Q2 2026IWB
Ishares Russell 1000 Index		RUS 1000 ETF4682,770+2,302$166,870$1,134,315+$967,4452026-07-13
Q2 2026IWF
Ishares Tr Russell 1000 Growth		RUS 1000 GRW ETF8,00332,781+24,778$3,412,479$4,070,417+$657,9382026-07-13
Q2 2026IEFA
Ishares Tr Core MSCI EAFE ETF		CORE MSCI EAFE31,80033,744+1,944$2,878,854$3,258,996+$380,1422026-07-13
Q2 2026XLE
Energy - SPDR Select Sector ETF		STATE STREET ENE49,22949,649+420$3,015,769$2,636,858-$378,9112026-07-13
Q2 2026USMV
iShares MSCI USA Min Vol Factor ETF		MSCI USA MIN VOL63,51763,882+365$5,890,567$6,162,058+$271,4912026-07-13
Q2 2026DON
Wisdomtree US Midcap Dividend Fund ETF		US MIDCAP DIVID65,06965,149+80$3,418,725$3,682,221+$263,4962026-07-13
Q2 2026BSCZ
Invesco Bulletshares 2035 Corp Bd ETF		BULLETSHARES17,54529,023+11,478$360,023$594,101+$234,0782026-07-13
Q2 2026IEMG
Ishares Inc Core MSCI Emerging Mkts ETF		CORE MSCI EMKT15,01215,381+369$1,047,087$1,274,162+$227,0752026-07-13
Q2 2026VUG
Vanguard Growth Vipers ETF		GROWTH ETF2,99417,708+14,714$1,307,749$1,525,367+$217,6182026-07-13
Q2 2026BSCY
Invesco Bulletshares 2034 Corp Bd ETF		BULLETSHARES 20329,14839,461+10,313$603,308$815,462+$212,1542026-07-13
Q2 2026BSCX
Invesco Bulletshares 2033 Corp Bd ETF		INVESCO BULLETSH57,82867,942+10,114$1,223,062$1,430,519+$207,4572026-07-13
Q2 2026BSCW
Invesco BulletShares 2032 Corp Bd ETF		BULLETSHS 203268,07475,703+7,629$1,401,501$1,552,669+$151,1682026-07-13
Q2 2026BSCV
Invesco BulletShares 2031 Corp Bd ETF		BULETSHS 2031 CP85,37094,920+9,550$1,405,190$1,555,264+$150,0742026-07-13
Q2 2026VO
Vanguard Mid Cap ETF		MID CAP ETF2,46110,386+7,925$706,750$836,800+$130,0502026-07-13
Q2 2026BSCU
Invesco BulletShares 2030 Corp Bd ETF		INVSCO 30 CORP76,97584,827+7,852$1,286,953$1,411,946+$124,9932026-07-13
Q2 2026IWO
Ishares Russell 2000 Growth ETF		RUS 2000 GRW ETF1,1751,215+40$368,727$478,661+$109,9342026-07-13
Q2 2026BSCT
Invesco BulletShares 2029 Corp Bd ETF		BULETSHS 202962,66567,186+4,521$1,169,354$1,247,980+$78,6262026-07-13
Q2 2026VGT
Vanguard Information Technology ETF		INF TECH ETF2912,328+2,037$203,037$278,243+$75,2062026-07-13
Q2 2026BSCR
Invesco BulletShares 2027 Corp Bd ETF		BULSHS 2027 CB56,71259,723+3,011$1,112,973$1,171,467+$58,4942026-07-13
Q2 2026BSCS
Invesco BulletShares 2028 Corp Bd ETF		INVSCO BLSH 2856,19059,070+2,880$1,147,568$1,202,961+$55,3932026-07-13
Q2 2026XLRE
Real Estate - Select Sector ETF		STATE STREET REA10,07810,228+150$411,485$450,339+$38,8542026-07-13
Q2 2026XLF
Financials - SPDR Select Sector ETF		STATE STREET FIN7,9457,995+50$392,245$428,612+$36,3672026-07-13
Q2 2026XLB
Materials - SPDR Select Sector ETF		STATE STREET MAT6,1696,489+320$308,265$329,836+$21,5712026-07-13
Q2 2026XLU
Utilities - SPDR Select Sector ETF		STATE STREET UTI5,2925,672+380$242,850$257,168+$14,3182026-07-13
Q2 2026IYM
Ishares Tr DJ Basic Material		U.S. BAS MTL ETF1,1701,175+5$205,826$210,948+$5,1222026-07-13

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