Cetera Investment Advisers
IDR icon

Cetera Investment Advisers’s Idaho Strategic Resources IDR Stock Holding History

Cetera Investment Advisers’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Sell
33,457
-3,554
-10% -$138K ﹤0.01% 2974
2026
Q1 		$1.19M Buy
37,011
+3,855
+12% +$150K ﹤0.01% 2759
2025
Q4 		$1.34M Sell
33,156
-26,739
-45% -$1.02M ﹤0.01% 2586
2025
Q3 		$2.02M Buy
+59,895
New +$1.41M ﹤0.01% 2152
2024
Q4 		– Sell
-15,933
Closed -$256K – 3834
2024
Q3 		$256K Buy
+15,933
New +$191K ﹤0.01% 3200

Other funds holding IDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

Cetera Investment Advisers's IDR Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Idaho Strategic Resources (IDR) stake by 9.6% in Q2 2026, selling an estimated $138K and leaving 33,457 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2974.

Cetera Investment Advisers first reported a position in IDR in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.02M in Q3 2025. 128 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • Cetera Investment Advisers held 33,457 shares of Idaho Strategic Resources worth $1.1M as of Q2 2026.
  • Cetera Investment Advisers sold 3,554 Idaho Strategic Resources shares in Q2 2026, an estimated $138K.
  • Idaho Strategic Resources made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2974 holding.
  • Cetera Investment Advisers first reported a position in Idaho Strategic Resources in Q3 2024 and has held it in 5 quarters since.
  • Cetera Investment Advisers's Idaho Strategic Resources position peaked at $2.02M in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.