Institute for Wealth Management’s Idacorp IDA Stock Holding History

Institute for Wealth Management’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	$54.8K	Buy	+362	New	+$52.1K	﹤0.01%	850

Other funds holding IDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Institute for Wealth Management's IDA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Idacorp (IDA) in Q2 2026: 362 shares worth $54.8K. The stake represents ﹤0.01% of the portfolio and ranks #850 among its holdings.

287 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Institute for Wealth Management held 362 shares of Idacorp worth $54.8K as of Q2 2026.
Idacorp was a new Institute for Wealth Management position in Q2 2026.
Idacorp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #850 holding.
287 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.