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SPDR DJ Wilshire Large Cap Value shares owned by Idaho Trust Bank

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by Idaho Trust Bank from 13F filings

Historical chart of Idaho Trust Bank investment in SPDR DJ Wilshire Large Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value held by Idaho Trust Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by Idaho Trust Bank

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 43k 55.33
2025-06-30 $3.3M 64k 52.34
2025-03-31 $3.3M 65k 51.07

More positions owned by Idaho Trust Bank

Ishares Tr Msci Eafe Etf (EFA)
Glacier Ban (GBCI)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Series Trust Bloomberg High Y (JNK)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Idaho Trust Bank

Top funds holding SPDR DJ Wilshire Large Cap Value

Financial Engines Advisors L.L.C
LPL Financial
Goldman Sachs Group
Hanson McClain Advisors
Morgan Stanley
Ameriprise Financial
ValMark Advisers
Jpmorgan Chase & Co
UBS Group
Raymond James Financial
Advisory Alpha
Willis Johnson & Associates
Equitable Holdings
Dynasty Wealth Management
NorthRock Partners

View all funds holding SPDR DJ Wilshire Large Cap Value