iShares S&P MidCap 400 Value Index shares owned by Idaho Trust Bank
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Idaho Trust Bank
from 13F filings
Historical chart of Idaho Trust Bank investment in iShares S&P MidCap 400 Value Index
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All positions including iShares S&P MidCap 400 Value 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 Value Index by Idaho Trust Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 36k | 129.72 |
| 2025-06-30 | $5.2M | 42k | 123.58 |
| 2025-03-31 | $4.7M | 40k | 119.73 |
| 2024-12-31 | $5.2M | 42k | 124.96 |
| 2024-09-30 | $4.3M | 35k | 123.62 |
| 2024-06-30 | $5.6M | 50k | 113.45 |
| 2023-12-31 | $4.6M | 41k | 114.03 |
| 2023-09-30 | $3.0M | 29k | 100.93 |
| 2023-06-30 | $3.4M | 32k | 107.13 |
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