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Clearstead Trust’s Idacorp IDA Stock Holding History

Clearstead Trust’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 		$9.53K Hold
63
– – ﹤0.01% 634
2026
Q1 		$9.01K Hold
63
– – ﹤0.01% 612
2025
Q4 		$7.97K Hold
63
– – ﹤0.01% 654
2025
Q3 		$8.33K Hold
63
– – ﹤0.01% 628
2025
Q2 		$7.27K Hold
63
– – ﹤0.01% 662
2025
Q1 		$7.32K Buy
+63
New +$7.06K ﹤0.01% 521
2023
Q4 		– Sell
-74
Closed -$6.93K – 440
2023
Q3 		$6.93K Buy
+74
New +$7.31K ﹤0.01% 368

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

Clearstead Trust's IDA Position: Q2 2026 in Review

Clearstead Trust held its Idacorp (IDA) position steady in Q2 2026 at 63 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Clearstead Trust first reported a position in IDA in Q3 2023 and has held it in 7 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Clearstead Trust held 63 shares of Idacorp worth $9.53K as of Q2 2026.
  • Clearstead Trust left its Idacorp share count unchanged in Q2 2026.
  • Idacorp made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #634 holding.
  • Clearstead Trust first reported a position in Idacorp in Q3 2023 and has held it in 7 quarters since.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.