IFP Advisors
IDR icon

IFP Advisors’s Idaho Strategic Resources IDR Stock Holding History

IFP 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
Q3 		$487K Buy
17,379
+4,457
+34% +$137K 0.01% 1087
2026
Q2 		$423K Buy
12,922
+6,410
+98% +$249K 0.01% 1119
2026
Q1 		$209K Buy
+6,512
New +$253K ﹤0.01% 1377

Other funds holding IDR

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Enhancing Capital
Enhancing Capital Harrisburg, Pennsylvania $144M AUM 20.77% 1-Year Est. Return
Pinkerton Retirement Specialists
Pinkerton Retirement Specialists Coeur D Alene, Idaho $642M AUM 23.05% 1-Year Est. Return
Sherman Porfolios
Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wilkerson Advisory Group
Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFP Advisors's IDR Position: Q3 2026 in Review

IFP Advisors increased its Idaho Strategic Resources (IDR) stake by 34% in Q3 2026, buying an estimated $137K and bringing the position to 17,379 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #1087.

IFP Advisors first reported a position in IDR in Q1 2026 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold IDR as of Q3 2026.

  • IFP Advisors held 17,379 shares of Idaho Strategic Resources worth $487K as of Q3 2026.
  • IFP Advisors bought 4,457 Idaho Strategic Resources shares in Q3 2026, an estimated $137K.
  • Idaho Strategic Resources made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1087 holding.
  • IFP Advisors first reported a position in Idaho Strategic Resources in Q1 2026 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.