Idaho Trust Bank’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$11.8M Buy
174,152
+4,905
+3% +$340K 3.82% 11
2025
Q4
$11.2M Buy
169,247
+292
+0.2% +$19.1K 3.7% 10
2025
Q3
$11M Buy
168,955
+12,009
+8% +$772K 3.71% 8
2025
Q2
$9.73M Buy
156,946
+5,559
+4% +$326K 3.48% 8
2025
Q1
$8.83M Buy
151,387
+878
+0.6% +$54.5K 3.6% 7
2024
Q4
$9.38M Sell
150,509
-4,026
-3% -$258K 4.73% 6
2024
Q3
$9.63M Buy
154,535
+3,479
+2% +$210K 4.65% 5
2024
Q2
$8.84M Buy
151,056
+147,123
+3,741% +$8.64M 4.52% 5
2024
Q1
$239K Sell
3,933
-143,677
-97% -$8.13M 0.23% 84
2023
Q4
$8.18M Buy
147,610
+39,305
+36% +$1.99M 4.74% 5
2023
Q3
$5.4M Sell
108,305
-2,430
-2% -$127K 3.52% 7
2023
Q2
$5.79M Buy
+110,735
New +$5.5M 3.64% 7

Other funds holding IJH

Idaho Trust Bank's IJH Position: Q1 2026 in Review

Idaho Trust Bank increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q1 2026, buying an estimated $340K and bringing the position to 174,152 shares worth $11.8M. The position accounts for 3.82% of the portfolio, ranked #11.

Idaho Trust Bank first reported a position in IJH in Q2 2023 and has held it in 12 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Idaho Trust Bank held 174,152 shares of iShares Core S&P Mid-Cap ETF worth $11.8M as of Q1 2026.
  • Idaho Trust Bank bought 4,905 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $340K.
  • iShares Core S&P Mid-Cap ETF made up 3.82% of Idaho Trust Bank's portfolio in Q1 2026, its #11 holding.
  • Idaho Trust Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.