Advertisement
Screener

Indiana Trust & Investment Management Co Last Quarter Change: USA ETF, Added

Indiana Trust & Investment Management Co quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Indiana Trust & Investment Management Co opened 6 positions, added to 18, reduced 15, sold out of 17 and left 121 unchanged. The largest increase in value was SPY (+$4,026,358); the largest decrease was MUB (-$211,957).

  • SPY: Country of operation —; Class Com; Shares 2026-03-31 41,367; Shares 2026-06-30 41,417.
  • IWF: Country of operation —; Class Com; Shares 2026-03-31 17,516; Shares 2026-06-30 69,702.
  • VGT: Country of operation —; Class Com; Shares 2026-03-31 2,928; Shares 2026-06-30 23,424.
  • IWR: Country of operation —; Class Com; Shares 2026-03-31 24,615; Shares 2026-06-30 24,651.

Two Form 13F-HR filings compared (SEC CIK 1356407): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
SPY
State Street SPDR S&P 500 ETF Trust
Com41,36741,417+50$26,902,615$30,928,973+$4,026,358
IWF
iShares Russell 1000 Growth Index
Com17,51669,702+52,186$7,468,822$8,654,897+$1,186,075
VGT
Vanguard Info Tech ETF
Com2,92823,424+20,496$2,042,924$2,799,636+$756,712
IWR
iShares Russell Midcap Index
Com24,61524,651+36$2,393,316$2,719,498+$326,182
VOO
Vanguard S&P 500 ETF
Com3,2813,291+10$1,960,562$2,260,292+$299,730
IWD
iShares Russell 1000 Value Index
Com8,5598,704+145$1,828,802$2,110,111+$281,309
VUG
Vanguard Growth ETF
Com2,55415,324+12,770$1,115,562$1,320,009+$204,447
GVI
iShares Intermediate Gov/Cr ETF
Com4,6526,452+1,800$496,275$684,525+$188,250
IJR
iShares Core S&P Small-Cap ETF
Com6,1806,321+141$768,236$937,468+$169,232
VV
Vanguard Index Funds Large Cap ETF
Com1,2781,441+163$381,930$495,574+$113,644
SDY
State Street SPDR S&P Dividend ETF
Com3,4693,786+317$506,266$576,153+$69,887
HDV
iShares Core High Dividend ETF
Com1,8417,355+5,514$249,861$201,601-$48,260
VEA
Vanguard FTSE Developed Markets ETF
Com2,8903,174+284$185,191$226,148+$40,957
BND
Vanguard Total Bond Market ETF
Com3,0073,440+433$221,435$252,530+$31,095
IEMG
iShares Core MSCI Emerging Mkts ETF
Com1,5921,707+115$111,042$141,408+$30,366
VO
Vanguard Mid Cap ETF
Com1,1034,188+3,085$316,760$337,427+$20,667
IEFA
iShares Core MSCI EAFE ETF
Com1,1931,292+99$108,002$124,781+$16,779
AGG
iShares Barclays Aggregate Bond
Com1,2591,297+38$124,981$128,377+$3,396

Similar Firms

Firm NameCountry13F ValueHoldings
Range Financial Group LLCUnited States$0.324B195
Quantum Private Wealth, LLCUnited States$0.324B165
CHERRYDALE WEALTH MANAGEMENT, LLCUnited States$0.324B77
FOCUSED ALPHA, LLCUnited States$0.324B247
AIMZ Investment Advisors, LLCUnited States$0.324B139
SHAYNE & JACOBS, LLCUnited States$0.324B116
BANK OF STOCKTONUnited States$0.323B144
UNIVERSITY OF CHICAGOUnited States$0.323B13
Bayberry Capital Partners LPUnited States$0.323B30
Wealth Advisors of Iowa, LLCUnited States$0.323B87