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Avion Wealth’s Idacorp IDA Stock Holding History

Avion Wealth’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 		$1K Hold
12
– – ﹤0.01% 1259
2026
Q1 		$1K Hold
12
– – ﹤0.01% 1052
2025
Q4 		$1K Hold
12
– – ﹤0.01% 1049
2025
Q3 		$1K Buy
12
+8
+200% +$991 ﹤0.01% 1025
2025
Q2 		$0 Buy
+4
New +$463 ﹤0.01% 1374
2023
Q4 		– Sell
-5
Closed – – 1197
2023
Q3 		$0 Hold
5
– – ﹤0.01% 985
2023
Q2 		$0 Buy
+5
New +$537 ﹤0.01% 874

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

Avion Wealth's IDA Position: Q2 2026 in Review

Avion Wealth held its Idacorp (IDA) position steady in Q2 2026 at 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Avion Wealth first reported a position in IDA in Q2 2023 and has held it in 7 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Avion Wealth held 12 shares of Idacorp worth $1K as of Q2 2026.
  • Avion Wealth left its Idacorp share count unchanged in Q2 2026.
  • Idacorp made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1259 holding.
  • Avion Wealth first reported a position in Idacorp in Q2 2023 and has held it in 7 quarters since.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.