Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
ISHARES TR (EFA) | 145,706 | +5,414 | $10,979 |
EFA | 145,706 | +5,414 | $10,979 |
ISHARES TR (IWM) | 47,779 | +7,874 | $9,590 |
IWM | 47,779 | +7,874 | $9,590 |
ISHARES TR (EMB) | 100,518 | +26,660 | $8,952 |
EMB | 100,518 | +26,660 | $8,952 |
SPDR SER TR (JNK) | 86,839 | +57,725 | $8,226 |
JNK | 86,839 | +57,725 | $8,226 |
ISHARES TR (IJH) | 29,522 | +7,861 | $8,182 |
IJH | 29,522 | +7,861 | $8,182 |
VANGUARD INDEX FDS (VV) | 32,938 | -18,192 | $7,185 |
VV | 32,938 | -18,192 | $7,185 |
VANGUARD INTL EQUITY INDEX F (VWO) | 143,311 | -76,572 | $5,889 |
VWO | 143,311 | -76,572 | $5,889 |
VANGUARD INTL EQUITY INDEX F (VEU) | 95,461 | +3,478 | $5,358 |
VEU | 95,461 | +3,478 | $5,358 |
ISHARES TR (IWN) | 34,132 | +4,970 | $5,302 |
IWN | 34,132 | +4,970 | $5,302 |
ISHARES TR (IJJ) | 40,515 | +11,194 | $4,620 |
IJJ | 40,515 | +11,194 | $4,620 |
ISHARES INC (EWJ) | 71,193 | -6,372 | $4,566 |
EWJ | 71,193 | -6,372 | $4,566 |
SPDR SER TR (WIP) | 103,266 | +75,298 | $4,330 |
WIP | 103,266 | +75,298 | $4,330 |
ISHARES TR (IWO) | 16,406 | +3,116 | $4,138 |
IWO | 16,406 | +3,116 | $4,138 |
VANGUARD INDEX FDS (VTV) | 26,465 | -14,085 | $3,956 |
VTV | 26,465 | -14,085 | $3,956 |
SPDR SER TR (IBND) | 130,360 | +103,687 | $3,902 |
IBND | 130,360 | +103,687 | $3,902 |
ISHARES TR (IJK) | 45,974 | +13,454 | $3,642 |
IJK | 45,974 | +13,454 | $3,642 |
VANGUARD WORLD FDS (VGT) | 7,365 | -2,184 | $3,565 |
VGT | 7,365 | -2,184 | $3,565 |
ISHARES TR (IVV) | 7,043 | -1,669 | $3,364 |
IVV | 7,043 | -1,669 | $3,364 |
VANGUARD INDEX FDS (VNQ) | 37,785 | +5,174 | $3,339 |
VNQ | 37,785 | +5,174 | $3,339 |
VANGUARD INDEX FDS (VUG) | 10,576 | -5,834 | $3,288 |
VUG | 10,576 | -5,834 | $3,288 |
ISHARES INC (EEMV) | 55,096 | -24,613 | $3,063 |
EEMV | 55,096 | -24,613 | $3,063 |
VANGUARD BD INDEX FDS (BIV) | 39,645 | -6,927 | $3,028 |
BIV | 39,645 | -6,927 | $3,028 |
VANGUARD BD INDEX FDS (BLV) | 37,781 | +37,781 | $2,818 |
BLV | 37,781 | +37,781 | $2,818 |
VANGUARD SCOTTSDALE FDS (VCIT) | 33,997 | -6,661 | $2,763 |
VCIT | 33,997 | -6,661 | $2,763 |
ISHARES TR (LQD) | 24,356 | +24,356 | $2,695 |
LQD | 24,356 | +24,356 | $2,695 |
ISHARES TR (EWU) | 76,696 | -3,733 | $2,534 |
EWU | 76,696 | -3,733 | $2,534 |
ISHARES INC (EWQ) | 56,354 | -3,748 | $2,208 |
EWQ | 56,354 | -3,748 | $2,208 |
VANECK ETF TRUST (ITM) | 43,946 | -11,606 | $2,066 |
ITM | 43,946 | -11,606 | $2,066 |
ISHARES S&P GSCI COMMODITY (GSG) | 102,657 | -42,757 | $2,058 |
GSG | 102,657 | -42,757 | $2,058 |
ISHARES INC (EWG) | 67,595 | +10,515 | $2,006 |
EWG | 67,595 | +10,515 | $2,006 |
SPDR INDEX SHS FDS (RWX) | 72,779 | +26,418 | $1,986 |
RWX | 72,779 | +26,418 | $1,986 |
BARCLAYS BANK PLC | 65,243 | -33,868 | $1,982 |
DJP | 65,243 | -33,868 | $1,982 |
ISHARES INC (EWL) | 36,956 | +1,544 | $1,784 |
EWL | 36,956 | +1,544 | $1,784 |
VANECK ETF TRUST (HYD) | 30,149 | +16,114 | $1,557 |
HYD | 30,149 | +16,114 | $1,557 |
MICROSOFT CORP | 3,999 | +325 | $1,504 |
MSFT | 3,999 | +325 | $1,504 |
VANGUARD WORLD FDS (VHT) | 5,255 | -2,085 | $1,317 |
VHT | 5,255 | -2,085 | $1,317 |
VANGUARD WORLD FDS (VCR) | 4,134 | -1,275 | $1,259 |
VCR | 4,134 | -1,275 | $1,259 |
ISHARES INC (ESGE) | 36,538 | -12,908 | $1,171 |
ESGE | 36,538 | -12,908 | $1,171 |
ISHARES TR (IVW) | 15,240 | -5,300 | $1,145 |
IVW | 15,240 | -5,300 | $1,145 |
VANGUARD WORLD FDS (VFH) | 12,172 | -5,057 | $1,123 |
VFH | 12,172 | -5,057 | $1,123 |
ISHARES INC (EWA) | 42,924 | -3,489 | $1,045 |
EWA | 42,924 | -3,489 | $1,045 |
SPDR SER TR (TFI) | 21,311 | +1,890 | $1,002 |
TFI | 21,311 | +1,890 | $1,002 |
SPDR SER TR (SHM) | 19,060 | -20,507 | $911 |
SHM | 19,060 | -20,507 | $911 |
VANGUARD BD INDEX FDS (BND) | 11,971 | -2,196 | $880 |
BND | 11,971 | -2,196 | $880 |
ISHARES TR (MUB) | 8,037 | -940 | $871 |
MUB | 8,037 | -940 | $871 |
VANGUARD WORLD FDS (VIS) | 3,880 | -1,652 | $855 |
VIS | 3,880 | -1,652 | $855 |
VANGUARD WORLD FDS (VOX) | 7,240 | -4,255 | $852 |
VOX | 7,240 | -4,255 | $852 |
ISHARES TR (IVE) | 4,710 | -1,974 | $819 |
IVE | 4,710 | -1,974 | $819 |
ISHARES TR (EDEN) | 6,848 | +264 | $768 |
EDEN | 6,848 | +264 | $768 |
ISHARES TR (IEF) | 7,721 | +1,774 | $744 |
IEF | 7,721 | +1,774 | $744 |
See Full List: All Stocks Held By Idaho Trust Bank
— Including:
Biggest new positions
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See Details: Top 10 Stocks Held By Idaho Trust Bank
Size ($ in 1000's)
At 12/31/2023: $172,539 At 09/30/2023: $153,612 Idaho Trust Bank holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Idaho Trust Bank 13F filings. Link to 13F filings: SEC filings |