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

Idaho Trust Bank’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.25M	Sell	36,205 -2,733	-7%	-$304K	1.24%	24
2026 Q1	$3.92M	Sell	38,938 -12,722	-25%	-$1.31M	1.27%	24
2025 Q4	$5M	Sell	51,660 -11,079	-18%	-$1.07M	1.66%	20
2025 Q3	$6.02M	Buy	62,739 +11,090	+21%	+$1.04M	2.03%	15
2025 Q2	$4.7M	Buy	51,649 +7,828	+18%	+$670K	1.68%	23
2025 Q1	$3.65M	Buy	43,821 +348	+0.8%	+$31.3K	1.49%	25
2024 Q4	$3.95M	Sell	43,473 -10,659	-20%	-$1M	1.99%	21
2024 Q3	$4.98M	Buy	54,132 +9,992	+23%	+$894K	2.4%	14
2024 Q2	$3.89M	Buy	+44,140	New	+$3.9M	1.99%	19
2024 Q1	–	Sell	-45,974	Closed	-$3.64M	–	127
2023 Q4	$3.64M	Buy	45,974 +13,454	+41%	+$987K	2.11%	16
2023 Q3	$2.35M	Buy	32,520 +1,414	+5%	+$107K	1.53%	25
2023 Q2	$2.33M	Buy	+31,106	New	+$2.22M	1.47%	26

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Idaho Trust Bank reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7% in Q2 2026, selling an estimated $304K and leaving 36,205 shares worth $4.25M. The position accounts for 1.24% of the portfolio, ranked #24.

Idaho Trust Bank first reported a position in IJK in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.02M in Q3 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Idaho Trust Bank held 36,205 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.25M as of Q2 2026.
Idaho Trust Bank sold 2,733 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $304K.
iShares S&P Mid-Cap 400 Growth ETF made up 1.24% of Idaho Trust Bank's portfolio in Q2 2026, its #24 holding.
Idaho Trust Bank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Idaho Trust Bank's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6.02M in Q3 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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