Capstone Financial Advisors’s Idacorp IDA Stock Holding History

Capstone Financial Advisors’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	$246K	Buy	1,625 +131	+9%	+$18.9K	0.01%	160
2026 Q1	$214K	Buy	+1,494	New	+$205K	0.01%	165
2018 Q4	–	Sell	-2,334	Closed	-$232K	–	97
2018 Q3	$232K	Hold	2,334	–	–	0.06%	69
2018 Q2	$215K	Hold	2,334	–	–	0.06%	71
2018 Q1	$206K	Hold	2,334	–	–	0.07%	79
2017 Q4	$213K	Hold	2,334	–	–	0.08%	67
2017 Q3	$205K	Buy	+2,334	New	+$204K	0.09%	68
2015 Q3	–	Sell	-5,334	Closed	-$299K	–	85
2015 Q2	$299K	Buy	+5,334	New	+$318K	0.12%	57

Other funds holding IDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capstone Financial Advisors's IDA Position: Q2 2026 in Review

Capstone Financial Advisors increased its Idacorp (IDA) stake by 8.8% in Q2 2026, buying an estimated $18.9K and bringing the position to 1,625 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #160.

Capstone Financial Advisors first reported a position in IDA in Q2 2015 and has held it in 8 quarters since. The position peaked at $299K in Q2 2015. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Capstone Financial Advisors held 1,625 shares of Idacorp worth $246K as of Q2 2026.
Capstone Financial Advisors bought 131 Idacorp shares in Q2 2026, an estimated $18.9K.
Idacorp made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #160 holding.
Capstone Financial Advisors first reported a position in Idacorp in Q2 2015 and has held it in 8 quarters since.
Capstone Financial Advisors's Idacorp position peaked at $299K in Q2 2015.
563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.