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

HHM 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 		$120K Buy
3,662
+1,000
+38% +$38.9K 0.01% 268
2026
Q1 		$85.5K Buy
2,662
+2,581
+3,186% +$100K 0.01% 294
2025
Q4 		$3.27K Hold
81
– – ﹤0.01% 749
2025
Q3 		$2.74K Buy
+81
New +$1.91K ﹤0.01% 774

Other funds holding IDR

SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

HHM Wealth Advisors increased its Idaho Strategic Resources (IDR) stake by 38% in Q2 2026, buying an estimated $38.9K and bringing the position to 3,662 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #268.

HHM Wealth Advisors first reported a position in IDR in Q3 2025 and has held it in 4 quarters since. 14 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • HHM Wealth Advisors held 3,662 shares of Idaho Strategic Resources worth $120K as of Q2 2026.
  • HHM Wealth Advisors bought 1,000 Idaho Strategic Resources shares in Q2 2026, an estimated $38.9K.
  • Idaho Strategic Resources made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #268 holding.
  • HHM Wealth Advisors first reported a position in Idaho Strategic Resources in Q3 2025 and has held it in 4 quarters since.
  • 14 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

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