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Dynamic Wealth Strategies’s Idacorp IDA Stock Holding History

Dynamic Wealth Strategies’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 		$10.7K Hold
75
– – 0.01% 223
2025
Q4 		$9.49K Hold
75
– – 0.01% 218
2025
Q3 		$9.91K Hold
75
– – 0.01% 203
2025
Q2 		$8.66K Hold
75
– – 0.01% 203
2025
Q1 		$8.72K Buy
+75
New +$8.41K 0.01% 194
2024
Q4 		– Sell
-75
Closed -$8K – 137
2024
Q3 		$8K Hold
75
– – 0.01% 201
2024
Q2 		$7K Hold
75
– – 0.01% 208
2024
Q1 		$7K Hold
75
– – 0.01% 218
2023
Q4 		$7.37K Buy
+75
New +$7.26K 0.01% 216

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
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

Dynamic Wealth Strategies's IDA Position: Q1 2026 in Review

Dynamic Wealth Strategies held its Idacorp (IDA) position steady in Q1 2026 at 75 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #223.

Dynamic Wealth Strategies first reported a position in IDA in Q4 2023 and has held it in 9 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Dynamic Wealth Strategies held 75 shares of Idacorp worth $10.7K as of Q1 2026.
  • Dynamic Wealth Strategies left its Idacorp share count unchanged in Q1 2026.
  • Idacorp made up 0.01% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #223 holding.
  • Dynamic Wealth Strategies first reported a position in Idacorp in Q4 2023 and has held it in 9 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.