iShares S&P 500 Index shares owned by Idaho Trust Bank
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Idaho Trust Bank
from 13F filings
Historical chart of Idaho Trust Bank investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 500 Index by Idaho Trust Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 11k | 669.29 |
| 2025-06-30 | $6.6M | 11k | 620.89 |
| 2025-03-31 | $6.2M | 11k | 561.89 |
| 2024-12-31 | $5.2M | 8.9k | 588.67 |
| 2024-09-30 | $5.9M | 10k | 576.82 |
| 2024-06-30 | $6.1M | 11k | 547.22 |
| 2024-03-31 | $1.7M | 3.2k | 525.80 |
| 2023-12-31 | $3.4M | 7.0k | 477.63 |
| 2023-09-30 | $3.7M | 8.7k | 429.42 |
| 2023-06-30 | $3.8M | 8.6k | 445.71 |