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Kestra Advisory Services’s Idaho Strategic Resources IDR Stock Holding History

Kestra Advisory Services’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 		$283K Buy
8,628
+28
+0.3% +$1.09K ﹤0.01% 2825
2026
Q1 		$276K Buy
8,600
+6,950
+421% +$270K ﹤0.01% 2706
2025
Q4 		$66.5K Buy
+1,650
New +$63.1K ﹤0.01% 3758

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

Kestra Advisory Services's IDR Position: Q2 2026 in Review

Kestra Advisory Services increased its Idaho Strategic Resources (IDR) stake by 0.33% in Q2 2026, buying an estimated $1.09K and bringing the position to 8,628 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2825.

Kestra Advisory Services first reported a position in IDR in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • Kestra Advisory Services held 8,628 shares of Idaho Strategic Resources worth $283K as of Q2 2026.
  • Kestra Advisory Services bought 28 Idaho Strategic Resources shares in Q2 2026, an estimated $1.09K.
  • Idaho Strategic Resources made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2825 holding.
  • Kestra Advisory Services first reported a position in Idaho Strategic Resources in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.