JFS Wealth Advisors’s Idacorp IDA Stock Holding History

JFS Wealth Advisors’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	$4.09K	Hold	27	–	–	﹤0.01%	1356
2026 Q1	$3.86K	Sell	27 -10	-27%	-$1.37K	﹤0.01%	1283
2025 Q4	$4.68K	Buy	37 +11	+42%	+$1.43K	﹤0.01%	1264
2025 Q3	$3.44K	Hold	26	–	–	﹤0.01%	1263
2025 Q2	$3K	Hold	26	–	–	﹤0.01%	1270
2025 Q1	$3.02K	Hold	26	–	–	﹤0.01%	1317
2024 Q4	$2.84K	Hold	26	–	–	﹤0.01%	1341
2024 Q3	$2.68K	Buy	26 +1	+4%	+$100	﹤0.01%	1368
2024 Q2	$2.33K	Buy	25 +4	+19%	+$375	﹤0.01%	1377
2024 Q1	$1.95K	Sell	21 -6	-22%	-$549	﹤0.01%	1452
2023 Q4	$2.65K	Buy	27 +14	+108%	+$1.36K	﹤0.01%	1313
2023 Q3	$1.22K	Sell	13 -15	-54%	-$1.48K	﹤0.01%	1536
2023 Q2	$2.87K	Sell	28 -3	-10%	-$322	﹤0.01%	1243
2023 Q1	$3.36K	Buy	31 +2	+7%	+$210	﹤0.01%	1150
2022 Q4	$3.13K	Sell	29 -6	-17%	-$622	﹤0.01%	1192
2022 Q3	$3K	Buy	35 +10	+40%	+$1.09K	﹤0.01%	1184
2022 Q2	$3K	Hold	25	–	–	﹤0.01%	1188
2022 Q1	$3K	Buy	25 +14	+127%	+$1.52K	﹤0.01%	1258
2021 Q4	$1K	Buy	+11	New	+$1.17K	﹤0.01%	1405

Other funds holding IDA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

JFS Wealth Advisors's IDA Position: Q2 2026 in Review

JFS Wealth Advisors held its Idacorp (IDA) position steady in Q2 2026 at 27 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

JFS Wealth Advisors first reported a position in IDA in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.68K in Q4 2025. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

JFS Wealth Advisors held 27 shares of Idacorp worth $4.09K as of Q2 2026.
JFS Wealth Advisors left its Idacorp share count unchanged in Q2 2026.
Idacorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1356 holding.
JFS Wealth Advisors first reported a position in Idacorp in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Idacorp position peaked at $4.68K in Q4 2025.
563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.