Sponsored

The Analysis of Idaho Trust Co's Holdings & P&L

Currently, Idaho Trust Co holds 97 types of securities in its portfolio with a total value $307.6M. In the most recent quarter, they have increased their positions in VWO (+49.8K shares, valued at $2.7M), VTV (+13.6K shares, valued at $2.7M), IWN (+11.3K shares, valued at $2.1M); decreased their positions in IWO (-5.6K shares, valued at $1.8M), VUG (-3.0K shares, valued at $1.3M), IJK (-12.7K shares, valued at $1.3M); initiated new positions in N/A (+2.0K shares, valued at $389.4K), EWY (+1.9K shares, valued at $234.8K), VAW (+913 shares, valued at $205.7K).

1M P&L

+6.3M+2.10%

3M P&L

-50.8M-14.16%

HY P&L

-29.6M-8.76%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A266.1M

92.4%

2Banks - Regional13.4M

4.7%

3Software - Infrastructure2.8M

1.0%

Top Industries by Stock Count

1N/A74 stocks

81.3%

2Banks - Regional2 stocks

2.2%

3Credit Services2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EFA ISHARES TR265.5K shares5.47%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F358.5K shares16.13%2026-03-312026-05-08

IWM ISHARES TR57.6K shares6.25%2026-03-312026-05-08

BLV VANGUARD BD INDEX FDS200.8K shares15.41%2026-03-312026-05-08

GBCI GLACIER BANCORP INC NEW292.1K shares-4.19%2026-03-312026-05-08

SPDR SERIES TRUST SPDR SERIES TRUST133.4K shares4.43%2026-03-312026-05-08

LQD ISHARES TR116.2K shares6.83%2026-03-312026-05-08

VV VANGUARD INDEX FDS41.6K shares13.87%2026-03-312026-05-08

Sponsored

VEU VANGUARD INTL EQUITY INDEX F161.4K shares7.71%2026-03-312026-05-08

EMB ISHARES TR126.4K shares0.45%2026-03-312026-05-08

IJH ISHARES TR174.2K shares2.90%2026-03-312026-05-08

IWN ISHARES TR44.8K shares33.64%2026-03-312026-05-08

EEMV ISHARES INC125.5K shares24.02%2026-03-312026-05-08

VTV VANGUARD INDEX FDS40.8K shares49.84%2026-03-312026-05-08

IVV ISHARES TR10.1K shares0.76%2026-03-312026-05-08

EWJ ISHARES INC76.4K shares25.15%2026-03-312026-05-08

Sponsored

VNQ VANGUARD INDEX FDS65.6K shares5.83%2026-03-312026-05-08

IWO ISHARES TR16.9K shares-25.09%2026-03-312026-05-08

IJJ ISHARES TR39.7K shares27.44%2026-03-312026-05-08

VUG VANGUARD INDEX FDS11.1K shares-21.08%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.0K shares-1.87%2026-03-312026-05-08

DJP BARCLAYS BANK PLC92.8K shares3.36%2026-03-312026-05-08

VGT VANGUARD WORLD FD5.8K shares1.25%2026-03-312026-05-08

IJK ISHARES TR38.9K shares-24.63%2026-03-312026-05-08

Sponsored

EWU ISHARES TR83.3K shares13.85%2026-03-312026-05-08

SPYG SPDR SERIES TRUST30.3K shares-20.46%2026-03-312026-05-08

RWX SPDR INDEX SHS FDS107.9K shares0.89%2026-03-312026-05-08

MSFT MICROSOFT CORP7.6K shares-8.83%2026-03-312026-05-08

IBND SPDR SERIES TRUST83.9K shares14.65%2026-03-312026-05-08

WIP SPDR SERIES TRUST61.5K shares2.69%2026-03-312026-05-08

SPDW SPDR INDEX SHS FDS53.0K shares-31.16%2026-03-312026-05-08

EWQ ISHARES INC50.7K shares3.73%2026-03-312026-05-08

Sponsored

EWG ISHARES INC52.2K shares-23.65%2026-03-312026-05-08

HYD VANECK ETF TRUST35.5K shares-7.19%2026-03-312026-05-08

EWL ISHARES INC28.6K shares-5.73%2026-03-312026-05-08

SPYV SPDR SERIES TRUST29.3K shares-22.21%2026-03-312026-05-08

GOVT ISHARES TR65.6K shares-5.38%2026-03-312026-05-08

VCIT VANGUARD SCOTTSDALE FDS18.1K shares9.00%2026-03-312026-05-08

EWN ISHARES INC25.4K shares6.86%2026-03-312026-05-08

EWP ISHARES INC26.6K shares4.80%2026-03-312026-05-08

Sponsored

VFH VANGUARD WORLD FD11.9K shares0.11%2026-03-312026-05-08

IVE ISHARES TR6.8K shares-0.24%2026-03-312026-05-08

VHT VANGUARD WORLD FD4.8K shares-4.11%2026-03-312026-05-08

VOX VANGUARD WORLD FD7.0K shares5.84%2026-03-312026-05-08

EWA ISHARES INC45.3K shares3.74%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS19.5K shares-0.57%2026-03-312026-05-08

VCR VANGUARD WORLD FD3.5K shares2.33%2026-03-312026-05-08

EWI ISHARES INC23.3K shares3.36%2026-03-312026-05-08

Sponsored

IVW ISHARES TR10.8K shares0.00%2026-03-312026-05-08

SPMB SPDR SERIES TRUST51.1K shares-9.60%2026-03-312026-05-08

AAPL APPLE INC4.4K shares-16.27%2026-03-312026-05-08

TFI SPDR SERIES TRUST24.3K shares3.53%2026-03-312026-05-08

VIS VANGUARD WORLD FD3.4K shares2.49%2026-03-312026-05-08

ITM VANECK ETF TRUST19.1K shares-44.11%2026-03-312026-05-08

SPSM SPDR SERIES TRUST17.0K shares-13.89%2026-03-312026-05-08

SPEM SPDR INDEX SHS FDS17.5K shares-12.86%2026-03-312026-05-08

Sponsored

SLYG SPDR SERIES TRUST8.4K shares-14.99%2026-03-312026-05-08

EDEN ISHARES TR7.4K shares7.18%2026-03-312026-05-08

EEM ISHARES TR13.4K shares10.02%2026-03-312026-05-08

EWD ISHARES INC15.0K shares-25.61%2026-03-312026-05-08

AMZN AMAZON COM INC3.3K shares-2.40%2026-03-312026-05-08

VDC VANGUARD WORLD FD2.9K shares6.01%2026-03-312026-05-08

SHYG ISHARES TR14.9K shares-8.36%2026-03-312026-05-08

BROADCOM INC BROADCOM INC2.0K shares-3.79%2026-03-312026-05-08

Sponsored

META META PLATFORMS INC1.1K shares-0.82%2026-03-312026-05-08

SPTL SPDR SERIES TRUST23.1K shares-7.69%2026-03-312026-05-08

ALPHABET INC ALPHABET INC2.1K shares-2.42%2026-03-312026-05-08

EWH ISHARES INC25.6K shares-3.22%2026-03-312026-05-08

JQUA J P MORGAN EXCHANGE TRADED F9.4K shares-25.42%2026-03-312026-05-08

NVDA NVIDIA CORPORATION3.0K shares-2.06%2026-03-312026-05-08

VDE VANGUARD WORLD FD2.9K shares3.81%2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS5.7K shares-2.23%2026-03-312026-05-08

Sponsored

ALPHABET INC ALPHABET INC1.5K shares-0.66%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON1.7K shares-45.81%2026-03-312026-05-08

EWW ISHARES INC5.6K shares14.59%2026-03-312026-05-08

EWS ISHARES INC14.0K shares8.91%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.0K sharesnew addition2026-03-312026-05-08

SPSB SPDR SERIES TRUST12.9K shares-11.50%2026-03-312026-05-08

CAT CATERPILLAR INC507 shares0.00%2026-03-312026-05-08

USB US BANCORP6.8K shares-22.82%2026-03-312026-05-08

Sponsored

EWK ISHARES INC14.1K shares4.17%2026-03-312026-05-08

VPU VANGUARD WORLD FD1.7K shares3.60%2026-03-312026-05-08

EFNL ISHARES TR6.8K shares4.17%2026-03-312026-05-08

EIRL ISHARES TR4.0K shares11.79%2026-03-312026-05-08

MCD MCDONALDS CORP886 shares-13.48%2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC INC553 shares-1.78%2026-03-312026-05-08

CVX CHEVRON CORPORATION1.2K shares-47.64%2026-03-312026-05-08

JAAA JANUS DETROIT STR TR4.9K shares-12.98%2026-03-312026-05-08

Sponsored

MA MASTERCARD INCORPORATED490 shares0.00%2026-03-312026-05-08

ADM ARCHER DANIELS MIDLAND CO3.3K shares-25.00%2026-03-312026-05-08

FXI ISHARES TR6.6K shares-36.83%2026-03-312026-05-08

V VISA INC777 shares0.00%2026-03-312026-05-08

EWY ISHARES INC1.9K sharesnew addition2026-03-312026-05-08

RTX RTX CORPORATION1.2K shares-6.02%2026-03-312026-05-08

QUAL ISHARES TR1.2K shares0.00%2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC51 shares0.00%2026-03-312026-05-08

Sponsored

VAW VANGUARD WORLD FD913 sharesnew addition2026-03-312026-05-08

EFA

ISHARES TR

5.47%

Shares265.5K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

16.13%

Shares358.5K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

6.25%

Shares57.6K

Event2026-03-31

Filed2026-05-08

BLV

VANGUARD BD INDEX FDS

15.41%

Shares200.8K

Event2026-03-31

Filed2026-05-08

GBCI

GLACIER BANCORP INC NEW

-4.19%

Shares292.1K

Event2026-03-31

Filed2026-05-08

SPDR SERIES TRUST

4.43%

Shares133.4K

Event2026-03-31

Filed2026-05-08

LQD

ISHARES TR

6.83%

Shares116.2K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

13.87%

Shares41.6K

Event2026-03-31

Filed2026-05-08

VEU

VANGUARD INTL EQUITY INDEX F

7.71%

Shares161.4K

Event2026-03-31

Filed2026-05-08

EMB

ISHARES TR

0.45%

Shares126.4K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

2.90%

Shares174.2K

Event2026-03-31

Filed2026-05-08

IWN

ISHARES TR

33.64%

Shares44.8K

Event2026-03-31

Filed2026-05-08

EEMV

ISHARES INC

24.02%

Shares125.5K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

49.84%

Shares40.8K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

0.76%

Shares10.1K

Event2026-03-31

Filed2026-05-08

EWJ

ISHARES INC

25.15%

Shares76.4K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

5.83%

Shares65.6K

Event2026-03-31

Filed2026-05-08

IWO

ISHARES TR

-25.09%

Shares16.9K

Event2026-03-31

Filed2026-05-08

IJJ

ISHARES TR

27.44%

Shares39.7K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

-21.08%

Shares11.1K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-1.87%

Shares10.0K

Event2026-03-31

Filed2026-05-08

DJP

BARCLAYS BANK PLC

3.36%

Shares92.8K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

1.25%

Shares5.8K

Event2026-03-31

Filed2026-05-08

IJK

ISHARES TR

-24.63%

Shares38.9K

Event2026-03-31

Filed2026-05-08

EWU

ISHARES TR

13.85%

Shares83.3K

Event2026-03-31

Filed2026-05-08

SPYG

SPDR SERIES TRUST

-20.46%

Shares30.3K

Event2026-03-31

Filed2026-05-08

RWX

SPDR INDEX SHS FDS

0.89%

Shares107.9K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-8.83%

Shares7.6K

Event2026-03-31

Filed2026-05-08

IBND

SPDR SERIES TRUST

14.65%

Shares83.9K

Event2026-03-31

Filed2026-05-08

WIP

SPDR SERIES TRUST

2.69%

Shares61.5K

Event2026-03-31

Filed2026-05-08

SPDW

SPDR INDEX SHS FDS

-31.16%

Shares53.0K

Event2026-03-31

Filed2026-05-08

EWQ

ISHARES INC

3.73%

Shares50.7K

Event2026-03-31

Filed2026-05-08

EWG

ISHARES INC

-23.65%

Shares52.2K

Event2026-03-31

Filed2026-05-08

HYD

VANECK ETF TRUST

-7.19%

Shares35.5K

Event2026-03-31

Filed2026-05-08

EWL

ISHARES INC

-5.73%

Shares28.6K

Event2026-03-31

Filed2026-05-08

SPYV

SPDR SERIES TRUST

-22.21%

Shares29.3K

Event2026-03-31

Filed2026-05-08

GOVT

ISHARES TR

-5.38%

Shares65.6K

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD SCOTTSDALE FDS

9.00%

Shares18.1K

Event2026-03-31

Filed2026-05-08

EWN

ISHARES INC

6.86%

Shares25.4K

Event2026-03-31

Filed2026-05-08

EWP

ISHARES INC

4.80%

Shares26.6K

Event2026-03-31

Filed2026-05-08

VFH

VANGUARD WORLD FD

0.11%

Shares11.9K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

-0.24%

Shares6.8K

Event2026-03-31

Filed2026-05-08

VHT

VANGUARD WORLD FD

-4.11%

Shares4.8K

Event2026-03-31

Filed2026-05-08

VOX

VANGUARD WORLD FD

5.84%

Shares7.0K

Event2026-03-31

Filed2026-05-08

EWA

ISHARES INC

3.74%

Shares45.3K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

-0.57%

Shares19.5K

Event2026-03-31

Filed2026-05-08

VCR

VANGUARD WORLD FD

2.33%

Shares3.5K

Event2026-03-31

Filed2026-05-08

EWI

ISHARES INC

3.36%

Shares23.3K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-08

SPMB

SPDR SERIES TRUST

-9.60%

Shares51.1K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-16.27%

Shares4.4K

Event2026-03-31

Filed2026-05-08

TFI

SPDR SERIES TRUST

3.53%

Shares24.3K

Event2026-03-31

Filed2026-05-08

VIS

VANGUARD WORLD FD

2.49%

Shares3.4K

Event2026-03-31

Filed2026-05-08

ITM

VANECK ETF TRUST

-44.11%

Shares19.1K

Event2026-03-31

Filed2026-05-08

SPSM

SPDR SERIES TRUST

-13.89%

Shares17.0K

Event2026-03-31

Filed2026-05-08

SPEM

SPDR INDEX SHS FDS

-12.86%

Shares17.5K

Event2026-03-31

Filed2026-05-08

SLYG

SPDR SERIES TRUST

-14.99%

Shares8.4K

Event2026-03-31

Filed2026-05-08

EDEN

ISHARES TR

7.18%

Shares7.4K

Event2026-03-31

Filed2026-05-08

EEM

ISHARES TR

10.02%

Shares13.4K

Event2026-03-31

Filed2026-05-08

EWD

ISHARES INC

-25.61%

Shares15.0K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-2.40%

Shares3.3K

Event2026-03-31

Filed2026-05-08

VDC

VANGUARD WORLD FD

6.01%

Shares2.9K

Event2026-03-31

Filed2026-05-08

SHYG

ISHARES TR

-8.36%

Shares14.9K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

-3.79%

Shares2.0K

Event2026-03-31

Filed2026-05-08