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Integrated Wealth Concepts’s Idaho Strategic Resources IDR Stock Holding History

Integrated Wealth Concepts’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 		$4.09K Buy
+125
New +$4.86K ﹤0.01% 5063

Other funds holding IDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Idaho Strategic Resources (IDR) in Q2 2026: 125 shares worth $4.09K. The stake represents ﹤0.01% of the portfolio and ranks #5063 among its holdings.

128 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • Integrated Wealth Concepts held 125 shares of Idaho Strategic Resources worth $4.09K as of Q2 2026.
  • Idaho Strategic Resources was a new Integrated Wealth Concepts position in Q2 2026.
  • Idaho Strategic Resources made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5063 holding.
  • 128 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

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