Crewe Advisors’s Idacorp IDA Stock Holding History

Crewe Advisors’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	–	Sell	-10,374	Closed	-$1.48M	–	1166
2026 Q1	$1.48M	Hold	10,374	–	–	0.13%	69
2025 Q4	$1.31M	Hold	10,374	–	–	0.12%	70
2025 Q3	$1.37M	Buy	10,374 +493	+5%	+$61.1K	0.13%	70
2025 Q2	$1.14M	Hold	9,881	–	–	0.16%	57
2025 Q1	$1.15M	Buy	+9,881	New	+$1.11M	0.16%	52
2024 Q2	–	Sell	-100	Closed	-$9.29K	–	983
2024 Q1	$9.29K	Hold	100	–	–	﹤0.01%	627
2023 Q4	$9.83K	Hold	100	–	–	﹤0.01%	210
2023 Q3	$9.37K	Hold	100	–	–	﹤0.01%	253
2023 Q2	$10.3K	Sell	100 -100	-50%	-$10.7K	﹤0.01%	406
2023 Q1	$21.7K	Sell	200 -129	-39%	-$13.5K	﹤0.01%	417
2022 Q4	$35.5K	Buy	+329	New	+$34.1K	0.01%	343
2019 Q1	–	Sell	-400	Closed	-$37K	–	259
2018 Q4	$37K	Hold	400	–	–	0.01%	131
2018 Q3	$40K	Hold	400	–	–	0.03%	137
2018 Q2	$37K	Hold	400	–	–	0.03%	141
2018 Q1	$35K	Hold	400	–	–	0.03%	139
2017 Q4	$37K	Buy	+400	New	+$37.4K	0.04%	141

Other funds holding IDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Crewe Advisors's IDA Position: Q2 2026 in Review

Crewe Advisors sold out of Idacorp (IDA) in Q2 2026, closing a stake of 10,374 shares — an estimated $1.48M sold.

Crewe Advisors first reported a position in IDA in Q4 2017 and held it in 16 quarters. The position peaked at $1.48M in Q1 2026. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Crewe Advisors reported no remaining Idacorp position as of Q2 2026 after selling out during the quarter.
Crewe Advisors sold 10,374 Idacorp shares in Q2 2026, an estimated $1.48M.
Crewe Advisors first reported a position in Idacorp in Q4 2017 and held it in 16 quarters.
Crewe Advisors's Idacorp position peaked at $1.48M in Q1 2026.
563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.