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EverSource Wealth Advisors’s Idaho Strategic Resources IDR Stock Holding History

EverSource Wealth Advisors’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9K Sell
423
-30
-7% -$1.17K ﹤0.01% 2696
2026
Q1 		$14.6K Buy
453
+446
+6,371% +$17.3K ﹤0.01% 2704
2025
Q4 		$282 Sell
7
-57
-89% -$2.18K ﹤0.01% 3976
2025
Q3 		$2.16K Hold
64
– – ﹤0.01% 3491
2025
Q2 		$837 Buy
+64
New +$942 ﹤0.01% 3773

Other funds holding IDR

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's IDR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Idaho Strategic Resources (IDR) stake by 6.6% in Q2 2026, selling an estimated $1.17K and leaving 423 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2696.

EverSource Wealth Advisors first reported a position in IDR in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.6K in Q1 2026. 36 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • EverSource Wealth Advisors held 423 shares of Idaho Strategic Resources worth $13.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 30 Idaho Strategic Resources shares in Q2 2026, an estimated $1.17K.
  • Idaho Strategic Resources made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2696 holding.
  • EverSource Wealth Advisors first reported a position in Idaho Strategic Resources in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Idaho Strategic Resources position peaked at $14.6K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

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