Creative Planning’s Idacorp IDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.05M | Buy |
56,275
+16,506
| +42% | +$2.26M | 0.01% | 839 |
|
|
2025
Q4 | $5.03M | Buy |
39,769
+12,494
| +46% | +$1.63M | ﹤0.01% | 1002 |
|
|
2025
Q3 | $3.6M | Buy |
27,275
+7,028
| +35% | +$870K | ﹤0.01% | 1082 |
|
|
2025
Q2 | $2.34M | Buy |
20,247
+929
| +5% | +$108K | ﹤0.01% | 1209 |
|
|
2025
Q1 | $2.25M | Sell |
19,318
-865
| -4% | -$97K | ﹤0.01% | 1101 |
|
|
2024
Q4 | $2.21M | Buy |
20,183
+3,079
| +18% | +$338K | ﹤0.01% | 1073 |
|
|
2024
Q3 | $1.76M | Buy |
17,104
+1,449
| +9% | +$145K | ﹤0.01% | 1141 |
|
|
2024
Q2 | $1.46M | Buy |
15,655
+7,712
| +97% | +$724K | ﹤0.01% | 1159 |
|
|
2024
Q1 | $738K | Buy |
7,943
+479
| +6% | +$43.9K | ﹤0.01% | 1565 |
|
|
2023
Q4 | $734K | Buy |
7,464
+14
| +0.2% | +$1.36K | ﹤0.01% | 1445 |
|
|
2023
Q3 | $698K | Buy |
7,450
+1,590
| +27% | +$157K | ﹤0.01% | 1346 |
|
|
2023
Q2 | $601K | Buy |
5,860
+426
| +8% | +$45.8K | ﹤0.01% | 1437 |
|
|
2023
Q1 | $589K | Buy |
5,434
+573
| +12% | +$60.2K | ﹤0.01% | 1364 |
|
|
2022
Q4 | $524K | Buy |
4,861
+162
| +3% | +$16.8K | ﹤0.01% | 1398 |
|
|
2022
Q3 | $465K | Buy |
4,699
+1,233
| +36% | +$134K | ﹤0.01% | 1380 |
|
|
2022
Q2 | $367K | Buy |
3,466
+280
| +9% | +$30.3K | ﹤0.01% | 1479 |
|
|
2022
Q1 | $368K | Buy |
3,186
+871
| +38% | +$94.8K | ﹤0.01% | 1505 |
|
|
2021
Q4 | $262K | Sell |
2,315
-282
| -11% | -$30K | ﹤0.01% | 1705 |
|
|
2021
Q3 | $268K | Buy |
2,597
+182
| +8% | +$19K | ﹤0.01% | 1665 |
|
|
2021
Q2 | $235K | Sell |
2,415
-2,193
| -48% | -$220K | ﹤0.01% | 1705 |
|
|
2021
Q1 | $461K | Sell |
4,608
-27
| -0.6% | -$2.47K | ﹤0.01% | 1493 |
|
|
2020
Q4 | $445K | Buy |
4,635
+100
| +2% | +$9.1K | ﹤0.01% | 1385 |
|
|
2020
Q3 | $362K | Buy |
4,535
+410
| +10% | +$36.1K | ﹤0.01% | 1299 |
|
|
2020
Q2 | $360K | Sell |
4,125
-55
| -1% | -$4.96K | ﹤0.01% | 1202 |
|
|
2020
Q1 | $367K | Sell |
4,180
-41
| -1% | -$4.22K | ﹤0.01% | 1094 |
|
|
2019
Q4 | $451K | Buy |
4,221
+43
| +1% | +$4.6K | ﹤0.01% | 1167 |
|
|
2019
Q3 | $471K | Buy |
4,178
+21
| +0.5% | +$2.24K | ﹤0.01% | 1097 |
|
|
2019
Q2 | $418K | Sell |
4,157
-1,881
| -31% | -$190K | ﹤0.01% | 1173 |
|
|
2019
Q1 | $601K | Buy |
6,038
+112
| +2% | +$10.9K | ﹤0.01% | 941 |
|
|
2018
Q4 | $551K | Buy |
5,926
+451
| +8% | +$44K | ﹤0.01% | 912 |
|
|
2018
Q3 | $543K | Buy |
5,475
+969
| +22% | +$93.3K | ﹤0.01% | 1033 |
|
|
2018
Q2 | $416K | Sell |
4,506
-191
| -4% | -$17.1K | ﹤0.01% | 1172 |
|
|
2018
Q1 | $415K | Buy |
4,697
+551
| +13% | +$46.5K | ﹤0.01% | 1174 |
|
|
2017
Q4 | $379K | Sell |
4,146
-112
| -3% | -$10.5K | ﹤0.01% | 1231 |
|
|
2017
Q3 | $374K | Buy |
4,258
+1,677
| +65% | +$147K | ﹤0.01% | 1197 |
|
|
2017
Q2 | $220K | Buy |
2,581
+2
| +0.1% | +$172 | ﹤0.01% | 1467 |
|
|
2017
Q1 | $214K | Buy |
2,579
+730
| +39% | +$58.8K | ﹤0.01% | 1444 |
|
|
2016
Q4 | $149K | Buy |
1,849
+103
| +6% | +$7.94K | ﹤0.01% | 1579 |
|
|
2016
Q3 | $137K | Buy |
1,746
+15
| +0.9% | +$1.18K | ﹤0.01% | 1635 |
|
|
2016
Q2 | $141K | Buy |
1,731
+25
| +1% | +$1.84K | ﹤0.01% | 1452 |
|
|
2016
Q1 | $127K | Sell |
1,706
-99
| -5% | -$6.99K | ﹤0.01% | 1486 |
|
|
2015
Q4 | $123K | Sell |
1,805
-909
| -33% | -$61.2K | ﹤0.01% | 1507 |
|
|
2015
Q3 | $176K | Buy |
+2,714
| New | +$164K | ﹤0.01% | 1265 |
|
|
2015
Q2 | – | Sell |
-1,022
| Closed | -$64K | – | 1958 |
|
|
2015
Q1 | $64K | Sell |
1,022
-1,283
| -56% | -$82.5K | ﹤0.01% | 1845 |
|
|
2014
Q4 | $153K | Sell |
2,305
-560
| -20% | -$34.3K | ﹤0.01% | 1301 |
|
|
2014
Q3 | $154K | Buy |
2,865
+484
| +20% | +$26.6K | ﹤0.01% | 1211 |
|
|
2014
Q2 | $138K | Sell |
2,381
-413
| -15% | -$22.8K | ﹤0.01% | 1235 |
|
|
2014
Q1 | $155K | Buy |
2,794
+1,020
| +57% | +$54.6K | ﹤0.01% | 1129 |
|
|
2013
Q4 | $92K | Buy |
1,774
+100
| +6% | +$5.11K | ﹤0.01% | 1238 |
|
|
2013
Q3 | $81K | Sell |
1,674
-1,140
| -41% | -$56.7K | ﹤0.01% | 1243 |
|
|
2013
Q2 | $134K | Buy |
+2,814
| New | +$135K | ﹤0.01% | 842 |
|
Other funds holding IDA
VPM
VCM
WHRC
Creative Planning's IDA Position: Q1 2026 in Review
Creative Planning increased its Idacorp (IDA) stake by 42% in Q1 2026, buying an estimated $2.26M and bringing the position to 56,275 shares worth $8.05M. The position accounts for 0.01% of the portfolio, ranked #839.
Creative Planning first reported a position in IDA in Q2 2013 and has held it in 51 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.
- Creative Planning held 56,275 shares of Idacorp worth $8.05M as of Q1 2026.
- Creative Planning bought 16,506 Idacorp shares in Q1 2026, an estimated $2.26M.
- Idacorp made up 0.01% of Creative Planning's portfolio in Q1 2026, its #839 holding.
- Creative Planning first reported a position in Idacorp in Q2 2013 and has held it in 51 quarters since.
- 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.