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Allworth Financial’s Idacorp IDA Stock Holding History

Allworth Financial’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
Q2 		$264K Sell
1,745
-527
-23% -$75.9K ﹤0.01% 1326
2026
Q1 		$325K Buy
2,272
+1
+0% +$137 ﹤0.01% 1152
2025
Q4 		$287K Buy
2,271
+15
+0.7% +$1.95K ﹤0.01% 1166
2025
Q3 		$298K Buy
2,256
+455
+25% +$56.3K ﹤0.01% 1101
2025
Q2 		$208K Buy
1,801
+66
+4% +$7.65K ﹤0.01% 1162
2025
Q1 		$204K Buy
1,735
+12
+0.7% +$1.34K ﹤0.01% 943
2024
Q4 		$186K Sell
1,723
-1,124
-39% -$124K ﹤0.01% 978
2024
Q3 		$293K Buy
2,847
+717
+34% +$71.6K ﹤0.01% 710
2024
Q2 		$201K Sell
2,130
-290
-12% -$27.2K ﹤0.01% 811
2024
Q1 		$225K Sell
2,420
-947
-28% -$86.7K ﹤0.01% 744
2023
Q4 		$331K Sell
3,367
-222
-6% -$21.5K ﹤0.01% 623
2023
Q3 		$336K Sell
3,589
-210
-6% -$20.7K ﹤0.01% 575
2023
Q2 		$390K Buy
3,799
+30
+0.8% +$3.23K ﹤0.01% 550
2023
Q1 		$408K Sell
3,769
-702
-16% -$73.7K ﹤0.01% 508
2022
Q4 		$482K Sell
4,471
-372
-8% -$38.5K 0.01% 464
2022
Q3 		$479K Sell
4,843
-1,138
-19% -$124K 0.01% 431
2022
Q2 		$634K Sell
5,981
-52
-0.9% -$5.62K 0.01% 364
2022
Q1 		$696K Buy
6,033
+4,513
+297% +$491K 0.01% 347
2021
Q4 		$172K Buy
1,520
+1,041
+217% +$111K ﹤0.01% 558
2021
Q3 		$50K Buy
479
+372
+348% +$38.9K ﹤0.01% 774
2021
Q2 		$10K Sell
107
-2,449
-96% -$245K ﹤0.01% 1043
2021
Q1 		$256K Buy
2,556
+2,450
+2,311% +$224K 0.01% 318
2020
Q4 		$10K Buy
106
+1
+1% +$91 ﹤0.01% 838
2020
Q3 		$8K Buy
105
+1
+1% +$88 ﹤0.01% 758
2020
Q2 		$9K Buy
104
+1
+1% +$90 ﹤0.01% 746
2020
Q1 		$9K Hold
103
– – ﹤0.01% 722
2019
Q4 		$11K Buy
103
+1
+1% +$107 ﹤0.01% 628
2019
Q3 		$11K Buy
102
+1
+1% +$107 ﹤0.01% 561
2019
Q2 		$10K Hold
101
– – ﹤0.01% 585
2019
Q1 		$10K Buy
101
+1
+1% +$97 ﹤0.01% 570
2018
Q4 		$9K Hold
100
– – ﹤0.01% 534
2018
Q3 		$10K Hold
100
– – ﹤0.01% 556
2018
Q2 		$9K Hold
100
– – ﹤0.01% 541
2018
Q1 		$9K Hold
100
– – ﹤0.01% 501
2017
Q4 		$9K Hold
100
– – ﹤0.01% 485
2017
Q3 		$9K Hold
100
– – ﹤0.01% 482
2017
Q2 		$9K Hold
100
– – ﹤0.01% 490
2017
Q1 		$8K Hold
100
– – ﹤0.01% 470
2016
Q4 		$8K Hold
100
– – ﹤0.01% 419
2016
Q3 		$8K Hold
100
– – ﹤0.01% 440
2016
Q2 		$8K Hold
100
– – ﹤0.01% 414
2016
Q1 		$7K Hold
100
– – ﹤0.01% 415
2015
Q4 		$7K Hold
100
– – ﹤0.01% 414
2015
Q3 		$6K Hold
100
– – ﹤0.01% 430
2015
Q2 		$6K Hold
100
– – ﹤0.01% 423
2015
Q1 		$6K Buy
+100
New +$6.43K ﹤0.01% 429

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Allworth Financial's IDA Position: Q2 2026 in Review

Allworth Financial reduced its Idacorp (IDA) stake by 23% in Q2 2026, selling an estimated $75.9K and leaving 1,745 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Allworth Financial first reported a position in IDA in Q1 2015 and has held it in 46 quarters since. The position peaked at $696K in Q1 2022. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Allworth Financial held 1,745 shares of Idacorp worth $264K as of Q2 2026.
  • Allworth Financial sold 527 Idacorp shares in Q2 2026, an estimated $75.9K.
  • Idacorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1326 holding.
  • Allworth Financial first reported a position in Idacorp in Q1 2015 and has held it in 46 quarters since.
  • Allworth Financial's Idacorp position peaked at $696K in Q1 2022.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.