IWC
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Integrated Wealth Concepts’s Idacorp IDA Stock Holding History

Integrated Wealth Concepts’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 		$331K Buy
2,188
+581
+36% +$83.7K ﹤0.01% 2018
2026
Q1 		$230K Buy
+1,607
New +$220K ﹤0.01% 2018

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

Integrated Wealth Concepts's IDA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Idacorp (IDA) stake by 36% in Q2 2026, buying an estimated $83.7K and bringing the position to 2,188 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Integrated Wealth Concepts first reported a position in IDA in Q1 2026 and has held it in 2 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Integrated Wealth Concepts held 2,188 shares of Idacorp worth $331K as of Q2 2026.
  • Integrated Wealth Concepts bought 581 Idacorp shares in Q2 2026, an estimated $83.7K.
  • Idacorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2018 holding.
  • Integrated Wealth Concepts first reported a position in Idacorp in Q1 2026 and has held it in 2 quarters since.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.