JSW
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Journey Strategic Wealth’s Idacorp IDA Stock Holding History

Journey Strategic Wealth’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
Q1 		$725K Buy
5,068
+441
+10% +$60.5K 0.02% 255
2025
Q4 		$586K Sell
4,627
-32
-0.7% -$4.16K 0.02% 270
2025
Q3 		$616K Sell
4,659
-503
-10% -$62.3K 0.02% 246
2025
Q2 		$596K Buy
5,162
+512
+11% +$59.3K 0.02% 254
2025
Q1 		$540K Buy
4,650
+448
+11% +$50.2K 0.02% 213
2024
Q4 		$459K Buy
4,202
+169
+4% +$18.6K 0.02% 239
2024
Q3 		$416K Buy
4,033
+594
+17% +$59.3K 0.02% 257
2024
Q2 		$320K Buy
3,439
+1,264
+58% +$119K 0.01% 233
2024
Q1 		$202K Sell
2,175
-378
-15% -$34.6K 0.01% 288
2023
Q4 		$251K Buy
+2,553
New +$247K 0.01% 168
2023
Q2 		– Sell
-3,184
Closed -$345K – 235
2023
Q1 		$345K Buy
3,184
+1,084
+52% +$114K 0.04% 135
2022
Q4 		$227K Buy
+2,100
New +$218K 0.03% 187

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Journey Strategic Wealth's IDA Position: Q1 2026 in Review

Journey Strategic Wealth increased its Idacorp (IDA) stake by 9.5% in Q1 2026, buying an estimated $60.5K and bringing the position to 5,068 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #255.

Journey Strategic Wealth first reported a position in IDA in Q4 2022 and has held it in 12 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Journey Strategic Wealth held 5,068 shares of Idacorp worth $725K as of Q1 2026.
  • Journey Strategic Wealth bought 441 Idacorp shares in Q1 2026, an estimated $60.5K.
  • Idacorp made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #255 holding.
  • Journey Strategic Wealth first reported a position in Idacorp in Q4 2022 and has held it in 12 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.