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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
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 		$9.91K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
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

Dynamic Wealth Strategies's IDA Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Idacorp (IDA) position steady in Q2 2026 at 75 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #229.

Dynamic Wealth Strategies first reported a position in IDA in Q4 2023 and has held it in 10 quarters since. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Dynamic Wealth Strategies held 75 shares of Idacorp worth $11.3K as of Q2 2026.
  • Dynamic Wealth Strategies left its Idacorp share count unchanged in Q2 2026.
  • Idacorp made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #229 holding.
  • Dynamic Wealth Strategies first reported a position in Idacorp in Q4 2023 and has held it in 10 quarters since.
  • 565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.