The Analysis of Idaho Trust Co's Holdings
Currently, Idaho Trust Co holds 108 types of securities in its portfolio with a total value $297.0M. In the most recent quarter, they have increased their positions in EMB (+45.1K shares, valued at $4.3M), EFA (+23.2K shares, valued at $2.2M), JNK (+21.5K shares, valued at $2.1M); decreased their positions in SPYG (-29.9K shares, valued at $3.1M), SPDW (-30.8K shares, valued at $1.3M), SPMB (-50.4K shares, valued at $1.1M); initiated new positions in BND (+4.5K shares, valued at $336.7K), SHY (+3.9K shares, valued at $322.1K), CAT (+507 shares, valued at $241.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
EFA ISHARES TR218.9K shares11.84%2025-09-302025-11-14
GBCI GLACIER BANCORP INC NEW323.2K shares-5.08%2025-09-302025-11-14 EMB ISHARES TR157.9K shares40.00%2025-09-302025-11-14 JNK SPDR SERIES TRUST140.3K shares18.14%2025-09-302025-11-14 VV VANGUARD INDEX FDS43.0K shares9.41%2025-09-302025-11-14 IWM ISHARES TR52.4K shares5.62%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F205.4K shares-3.52%2025-09-302025-11-14 IJH ISHARES TR169.0K shares7.65%2025-09-302025-11-14 VEU VANGUARD INTL EQUITY INDEX F131.6K shares11.78%2025-09-302025-11-14 VUG VANGUARD INDEX FDS16.6K shares27.59%2025-09-302025-11-14 BLV VANGUARD BD INDEX FDS110.7K shares17.40%2025-09-302025-11-14 IVV ISHARES TR11.4K shares7.14%2025-09-302025-11-14 LQD ISHARES TR67.2K shares23.25%2025-09-302025-11-14 IWO ISHARES TR22.6K shares17.08%2025-09-302025-11-14 IJK ISHARES TR62.7K shares21.47%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS65.2K shares2.79%2025-09-302025-11-14 IWN ISHARES TR32.0K shares-14.85%2025-09-302025-11-14 VTV VANGUARD INDEX FDS29.3K shares-7.66%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL10.3K shares16.86%2025-09-302025-11-14 EWJ ISHARES INC61.9K shares3.83%2025-09-302025-11-14 VGT VANGUARD WORLD FD6.4K shares-1.87%2025-09-302025-11-14 SPYG SPDR SERIES TRUST45.6K shares-39.58%2025-09-302025-11-14 IBND SPDR SERIES TRUST146.8K shares-5.71%2025-09-302025-11-14 IJJ ISHARES TR36.3K shares-13.82%2025-09-302025-11-14 WIP SPDR SERIES TRUST118.8K shares-9.67%2025-09-302025-11-14 EEMV ISHARES INC69.7K shares1.99%2025-09-302025-11-14 MSFT MICROSOFT CORP8.3K shares-1.36%2025-09-302025-11-14 SPDW SPDR INDEX SHS FDS87.4K shares-26.07%2025-09-302025-11-14 RWX SPDR INDEX SHS FDS112.5K shares2.25%2025-09-302025-11-14 EWU ISHARES TR72.8K shares-9.27%2025-09-302025-11-14 DJP BARCLAYS BANK PLC73.3K shares23.03%2025-09-302025-11-14 SPYV SPDR SERIES TRUST43.4K shares-31.86%2025-09-302025-11-14 GOVT ISHARES TR98.1K shares-29.91%2025-09-302025-11-14 HYD VANECK ETF TRUST43.1K shares-5.16%2025-09-302025-11-14 EWG ISHARES INC50.3K shares-5.10%2025-09-302025-11-14 VFH VANGUARD WORLD FD14.2K shares-5.44%2025-09-302025-11-14 EWQ ISHARES INC41.0K shares6.09%2025-09-302025-11-14 ITM VANECK ETF TRUST34.9K shares-8.86%2025-09-302025-11-14 VCR VANGUARD WORLD FD4.0K shares-5.64%2025-09-302025-11-14 VEA VANGUARD TAX-MANAGED FDS26.1K shares33.01%2025-09-302025-11-14 IVE ISHARES TR7.0K shares-6.55%2025-09-302025-11-14 EWL ISHARES INC26.1K shares-7.85%2025-09-302025-11-14 SPMB SPDR SERIES TRUST64.0K shares-44.07%2025-09-302025-11-14 EWA ISHARES INC52.1K shares-9.06%2025-09-302025-11-14 IVW ISHARES TR11.6K shares-3.84%2025-09-302025-11-14 VOX VANGUARD WORLD FD7.3K shares-9.60%2025-09-302025-11-14 VHT VANGUARD WORLD FD5.1K shares-2.70%2025-09-302025-11-14 AAPL APPLE INC5.2K shares-2.93%2025-09-302025-11-14 VCIT VANGUARD SCOTTSDALE FDS15.7K shares-43.94%2025-09-302025-11-14 VIS VANGUARD WORLD FD4.1K shares-7.83%2025-09-302025-11-14 SPEM SPDR INDEX SHS FDS23.4K shares-41.08%2025-09-302025-11-14 SPSM SPDR SERIES TRUST23.5K shares-43.86%2025-09-302025-11-14 SLYG SPDR SERIES TRUST11.5K shares-41.93%2025-09-302025-11-14 JQUA J P MORGAN EXCHANGE TRADED F14.2K shares-21.63%2025-09-302025-11-14 EDEN ISHARES TR8.1K shares-7.56%2025-09-302025-11-14 EWP ISHARES INC16.6K shares-20.17%2025-09-302025-11-14 META META PLATFORMS INC1.1K shares0.00%2025-09-302025-11-14 SHYG ISHARES TR17.8K shares-44.09%2025-09-302025-11-14 TFI SPDR SERIES TRUST16.9K shares-6.42%2025-09-302025-11-14 AMZN AMAZON COM INC3.4K shares-4.53%2025-09-302025-11-14 EWI ISHARES INC14.4K shares-11.91%2025-09-302025-11-14 SPTL SPDR SERIES TRUST27.7K shares-44.37%2025-09-302025-11-14 VDC VANGUARD WORLD FD3.5K shares-8.47%2025-09-302025-11-14 EWN ISHARES INC12.5K shares-1.06%2025-09-302025-11-14 SHM SPDR SERIES TRUST14.9K shares-7.61%2025-09-302025-11-14 AVGO BROADCOM INC2.0K shares0.00%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON3.2K shares-3.19%2025-09-302025-11-14 EWD ISHARES INC12.3K shares1.49%2025-09-302025-11-14 NVDA NVIDIA CORPORATION3.1K shares0.00%2025-09-302025-11-14 EWH ISHARES INC26.2K shares-11.13%2025-09-302025-11-14 BIV VANGUARD BD INDEX FDS6.9K shares-0.32%2025-09-302025-11-14 GOOG ALPHABET INC2.2K shares-0.32%2025-09-302025-11-14 SPSB SPDR SERIES TRUST16.0K shares-44.78%2025-09-302025-11-14 EWS ISHARES INC15.8K shares-18.96%2025-09-302025-11-14 VDE VANGUARD WORLD FD3.4K shares5.85%2025-09-302025-11-14 USB US BANCORP DEL8.8K shares0.00%2025-09-302025-11-14 CVX CHEVRON CORP NEW2.6K shares1.65%2025-09-302025-11-14 GOOGL ALPHABET INC1.5K shares-8.05%2025-09-302025-11-14 VPU VANGUARD WORLD FD1.9K shares-8.60%2025-09-302025-11-14 BND VANGUARD BD INDEX FDS4.5K sharesnew addition2025-09-302025-11-14 VOE VANGUARD INDEX FDS1.9K shares0.00%2025-09-302025-11-14 MCD MCDONALDS CORP1.1K shares0.00%2025-09-302025-11-14 ORCL ORACLE CORP1.2K shares-7.03%2025-09-302025-11-14 SHY ISHARES TR3.9K sharesnew addition2025-09-302025-11-14 JAAA JANUS DETROIT STR TR6.0K shares-47.71%2025-09-302025-11-14 MA MASTERCARD INCORPORATED531 shares-1.12%2025-09-302025-11-14 V VISA INC874 shares-2.46%2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC51 shares0.00%2025-09-302025-11-14 EEM ISHARES TR5.1K shares-12.08%2025-09-302025-11-14 TMO THERMO FISHER SCIENTIFIC INC563 shares-6.01%2025-09-302025-11-14 MUB ISHARES TR2.5K shares-15.68%2025-09-302025-11-14 ADM ARCHER DANIELS MIDLAND CO4.4K shares0.00%2025-09-302025-11-14 VTI VANGUARD INDEX FDS779 shares0.00%2025-09-302025-11-14 VCSH VANGUARD SCOTTSDALE FDS3.1K shares-37.35%2025-09-302025-11-14 CAT CATERPILLAR INC507 sharesnew addition2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T1.2K sharesnew addition2025-09-302025-11-14 PG PROCTER AND GAMBLE CO1.5K shares-3.19%2025-09-302025-11-14 QUAL ISHARES TR1.2K sharesnew addition2025-09-302025-11-14 WMT WALMART INC2.2K shares0.00%2025-09-302025-11-14 EFNL ISHARES TR5.4K shares-3.16%2025-09-302025-11-14 EIRL ISHARES TR3.3K shares-3.05%2025-09-302025-11-14 WFC WELLS FARGO CO NEW2.7K shares0.00%2025-09-302025-11-14 HD HOME DEPOT INC548 shares-8.82%2025-09-302025-11-14 VAW VANGUARD WORLD FD1.1K shares-2.61%2025-09-302025-11-14 VYM VANGUARD WHITEHALL FDS1.6K shares-6.34%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW1.7K shares0.00%2025-09-302025-11-14 RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-11-14 EWK ISHARES INC8.9K shares-18.33%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available