BWL
IDA icon

Bogart Wealth LLC’s Idacorp IDA Stock Holding History

Bogart Wealth 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
Q2 		$3.48K Buy
23
+8
+53% +$1.15K ﹤0.01% 1312
2026
Q1 		$2.15K Buy
15
+4
+36% +$549 ﹤0.01% 1263
2025
Q4 		$1.39K Hold
11
– – ﹤0.01% 1247
2025
Q3 		$1.45K Hold
11
– – ﹤0.01% 1217
2025
Q2 		$1.27K Buy
11
+4
+57% +$463 ﹤0.01% 1190
2025
Q1 		$814 Sell
7
-17
-71% -$1.91K ﹤0.01% 1208
2024
Q4 		$2.62K Buy
+24
New +$2.64K ﹤0.01% 1044

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

Bogart Wealth LLC's IDA Position: Q2 2026 in Review

Bogart Wealth LLC increased its Idacorp (IDA) stake by 53% in Q2 2026, buying an estimated $1.15K and bringing the position to 23 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Bogart Wealth LLC first reported a position in IDA in Q4 2024 and has held it in 7 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Bogart Wealth LLC held 23 shares of Idacorp worth $3.48K as of Q2 2026.
  • Bogart Wealth LLC bought 8 Idacorp shares in Q2 2026, an estimated $1.15K.
  • Idacorp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1312 holding.
  • Bogart Wealth LLC first reported a position in Idacorp in Q4 2024 and has held it in 7 quarters since.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.