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Idaho Trust Bank’s iShares Core S&P US Value ETF IUSV Stock Holding History

Idaho Trust Bank’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,250
Closed -$204K – 102
2024
Q1 		$204K Buy
+2,250
New +$194K 0.2% 89

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Idaho Trust Bank's IUSV Position: Q2 2024 in Review

Idaho Trust Bank sold out of iShares Core S&P US Value ETF (IUSV) in Q2 2024, closing a stake of 2,250 shares — an estimated $204K sold.

Idaho Trust Bank first reported a position in IUSV in Q1 2024 and held it in 1 quarter. The position peaked at $204K in Q1 2024. 651 funds tracked by Wall St. Rank hold IUSV as of Q2 2024.

  • Idaho Trust Bank reported no remaining iShares Core S&P US Value ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 2,250 iShares Core S&P US Value ETF shares in Q2 2024, an estimated $204K.
  • Idaho Trust Bank first reported a position in iShares Core S&P US Value ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's iShares Core S&P US Value ETF position peaked at $204K in Q1 2024.
  • 651 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.