Rothwell Investment Advisors, LLC’s Idacorp IDA Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio IDA Stock Details IDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.51K	Buy	+42	New	+$5.91K	﹤0.01%	894

Other funds holding IDA

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IDA Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Idacorp (IDA) in Q3 2026: 42 shares worth $5.51K. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings.

251 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

Rothwell Investment Advisors, LLC held 42 shares of Idacorp worth $5.51K as of Q3 2026.
Idacorp was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Idacorp made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #894 holding.
251 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.