Idaho Trust Bank’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.29M Buy
42,573
+2,840
+7% +$402K 1.84% 18
2026
Q1
$5.26M Buy
39,733
+8,555
+27% +$1.17M 1.71% 19
2025
Q4
$4.1M Sell
31,178
-5,084
-14% -$662K 1.36% 23
2025
Q3
$4.7M Sell
36,262
-5,816
-14% -$745K 1.58% 24
2025
Q2
$5.2M Buy
42,078
+2,602
+7% +$306K 1.86% 20
2025
Q1
$4.73M Sell
39,476
-2,216
-5% -$277K 1.93% 15
2024
Q4
$5.21M Buy
41,692
+6,740
+19% +$860K 2.63% 14
2024
Q3
$4.32M Sell
34,952
-14,564
-29% -$1.73M 2.09% 18
2024
Q2
$5.62M Buy
+49,516
New +$5.65M 2.87% 11
2024
Q1
Sell
-40,515
Closed -$4.62M 126
2023
Q4
$4.62M Buy
40,515
+11,194
+38% +$1.15M 2.68% 10
2023
Q3
$2.96M Sell
29,321
-2,763
-9% -$295K 1.93% 20
2023
Q2
$3.44M Buy
+32,084
New +$3.26M 2.16% 15

Other funds holding IJJ

Idaho Trust Bank's IJJ Position: Q2 2026 in Review

Idaho Trust Bank increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7.1% in Q2 2026, buying an estimated $402K and bringing the position to 42,573 shares worth $6.29M. The position accounts for 1.84% of the portfolio, ranked #18.

Idaho Trust Bank first reported a position in IJJ in Q2 2023 and has held it in 12 quarters since. 876 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Idaho Trust Bank held 42,573 shares of iShares S&P Mid-Cap 400 Value ETF worth $6.29M as of Q2 2026.
  • Idaho Trust Bank bought 2,840 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $402K.
  • iShares S&P Mid-Cap 400 Value ETF made up 1.84% of Idaho Trust Bank's portfolio in Q2 2026, its #18 holding.
  • Idaho Trust Bank first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 876 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Idaho Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.