Covestor’s Idacorp IDA Stock Holding History

Covestor’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 Q1	$35K	Buy	243 +128	+111%	+$17.6K	0.02%	892
2025 Q4	$15K	Sell	115 -68	-37%	-$8.85K	0.01%	1394
2025 Q3	$24K	Sell	183 -222	-55%	-$27.5K	0.01%	1208
2025 Q2	$47K	Sell	405 -279	-41%	-$32.3K	0.03%	908
2025 Q1	$80K	Sell	684 -281	-29%	-$31.5K	0.05%	618
2024 Q4	$106K	Buy	965 +166	+21%	+$18.2K	0.07%	492
2024 Q3	$82K	Buy	799 +158	+25%	+$15.8K	0.05%	638
2024 Q2	$60K	Sell	641 -630	-50%	-$59.1K	0.04%	776
2024 Q1	$118K	Buy	1,271 +1,086	+587%	+$99.4K	0.08%	426
2023 Q4	$18K	Sell	185 -337	-65%	-$32.6K	0.01%	1230
2023 Q3	$49K	Sell	522 -131	-20%	-$12.9K	0.04%	783
2023 Q2	$67K	Sell	653 -224	-26%	-$24.1K	0.05%	653
2023 Q1	$95K	Sell	877 -59	-6%	-$6.2K	0.08%	399
2022 Q4	$101K	Sell	936 -228	-20%	-$23.6K	0.08%	382
2022 Q3	$115K	Buy	1,164 +469	+67%	+$51.1K	0.1%	287
2022 Q2	$74K	Sell	695 -267	-28%	-$28.9K	0.06%	569
2022 Q1	$111K	Buy	962 +396	+70%	+$43.1K	0.08%	435
2021 Q4	$64K	Buy	+566	New	+$60.3K	0.09%	389

Other funds holding IDA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return