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iShares S&P MidCap 400 Index shares owned by Idaho Trust Bank

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Idaho Trust Bank from 13F filings

Historical chart of Idaho Trust Bank investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Idaho Trust Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Idaho Trust Bank

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 155k 62.31
2024-06-30 $8.8M 151k 58.52
2024-03-31 $239k 3.9k 60.73
2023-12-31 $8.2M 30k 277.14
2023-09-30 $5.4M 22k 249.35
2023-06-30 $5.8M 22k 261.48

More positions owned by Idaho Trust Bank

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Spdr Ser Tr Bloomberg High Y (JNK)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Bloomberg Intl (IBND)
Ishares Msci Jpn Etf New (EWJ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Ftse Int Gvt Etf (WIP)

View all positions for Idaho Trust Bank

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Bank of New York Mellon
Wells Fargo & Company
FMR
LPL Financial
Jpmorgan Chase & Co
Raymond James & Associates
Envestnet Asset Management
UBS Group
BlackRock
Royal Bank of Canada
Northern Trust
Pnc Financial Services
Mariner Wealth Advisors

View all funds holding iShares S&P MidCap 400 Index