Commonwealth Equity Services
IDR icon

Commonwealth Equity Services’s Idaho Strategic Resources IDR Stock Holding History

Commonwealth Equity Services’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 		$1.06M Buy
32,262
+21,629
+203% +$841K ﹤0.01% 2676
2026
Q1 		$342K Buy
10,633
+513
+5% +$19.9K ﹤0.01% 3555
2025
Q4 		$408K Sell
10,120
-1,366
-12% -$52.2K ﹤0.01% 3353
2025
Q3 		$388K Buy
+11,486
New +$271K ﹤0.01% 3394

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

Commonwealth Equity Services's IDR Position: Q2 2026 in Review

Commonwealth Equity Services increased its Idaho Strategic Resources (IDR) stake by 203% in Q2 2026, buying an estimated $841K and bringing the position to 32,262 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Commonwealth Equity Services first reported a position in IDR in Q3 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • Commonwealth Equity Services held 32,262 shares of Idaho Strategic Resources worth $1.06M as of Q2 2026.
  • Commonwealth Equity Services bought 21,629 Idaho Strategic Resources shares in Q2 2026, an estimated $841K.
  • Idaho Strategic Resources made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2676 holding.
  • Commonwealth Equity Services first reported a position in Idaho Strategic Resources in Q3 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.