Jones Financial Companies
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Jones Financial Companies’s Idacorp IDA Stock Holding History

Jones Financial Companies’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 		$7.3M Buy
47,725
+1,007
+2% +$145K ﹤0.01% 1030
2026
Q1 		$6.56M Buy
46,718
+45,394
+3,429% +$6.23M ﹤0.01% 975
2025
Q4 		$168K Buy
1,324
+15
+1% +$1.95K ﹤0.01% 1986
2025
Q3 		$170K Buy
1,309
+318
+32% +$39.4K ﹤0.01% 1853
2025
Q2 		$113K Buy
991
+309
+45% +$35.8K ﹤0.01% 1884
2025
Q1 		$78.3K Buy
682
+166
+32% +$18.6K ﹤0.01% 1874
2024
Q4 		$56.4K Buy
516
+480
+1,333% +$52.8K ﹤0.01% 1831
2024
Q3 		$3.67K Buy
+36
New +$3.6K ﹤0.01% 2524
2024
Q1 		– Sell
-19
Closed -$1.87K – 1409
2023
Q4 		$1.87K Buy
+19
New +$1.84K ﹤0.01% 919
2023
Q3 		– Sell
-200
Closed -$20.5K – 702
2023
Q2 		$20.5K Buy
+200
New +$21.5K ﹤0.01% 420
2022
Q3 		– Sell
-384
Closed -$41K – 629
2022
Q2 		$41K Buy
384
+11
+3% +$1.19K ﹤0.01% 343
2022
Q1 		$43K Sell
373
-125
-25% -$13.6K ﹤0.01% 363
2021
Q4 		$56K Hold
498
– – ﹤0.01% 353
2021
Q3 		$51K Hold
498
– – ﹤0.01% 316
2021
Q2 		$49K Sell
498
-276
-36% -$27.7K ﹤0.01% 314
2021
Q1 		$77K Sell
774
-119
-13% -$10.9K ﹤0.01% 296
2020
Q4 		$86K Buy
+893
New +$81.3K ﹤0.01% 259

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 $3.38T AUM 44.17% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jones Financial Companies's IDA Position: Q2 2026 in Review

Jones Financial Companies increased its Idacorp (IDA) stake by 2.2% in Q2 2026, buying an estimated $145K and bringing the position to 47,725 shares worth $7.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Jones Financial Companies first reported a position in IDA in Q4 2020 and has held it in 17 quarters since. 566 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Jones Financial Companies held 47,725 shares of Idacorp worth $7.3M as of Q2 2026.
  • Jones Financial Companies bought 1,007 Idacorp shares in Q2 2026, an estimated $145K.
  • Idacorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1030 holding.
  • Jones Financial Companies first reported a position in Idacorp in Q4 2020 and has held it in 17 quarters since.
  • 566 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.