Dynamic Wealth Strategies
IDA icon

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
Q3 		$9.8K Hold
75
– – 0.01% 244
2026
Q2 		$11.3K Hold
75
– – 0.01% 229
2026
Q1 		$10.7K Hold
75
– – 0.01% 223
2025
Q4 		$9.49K Hold
75
– – 0.01% 218
2025
Q3 		$9.9K 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

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
LVM Capital Management
LVM Capital Management Portage, Michigan $1.2B AUM 32.11% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Thomas Story & Son
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Wealth Strategies's IDA Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Idacorp (IDA) position steady in Q3 2026 at 75 shares worth $9.8K. The position accounts for 0.01% of the portfolio, ranked #244.

Dynamic Wealth Strategies first reported a position in IDA in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.3K in Q2 2026. 102 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Dynamic Wealth Strategies held 75 shares of Idacorp worth $9.8K as of Q3 2026.
  • Dynamic Wealth Strategies left its Idacorp share count unchanged in Q3 2026.
  • Idacorp made up 0.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #244 holding.
  • Dynamic Wealth Strategies first reported a position in Idacorp in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's Idacorp position peaked at $11.3K in Q2 2026.
  • 102 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.