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Legacy Wealth Management (Idaho)’s Idacorp IDA Stock Holding History

Legacy Wealth Management (Idaho)’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 		$34.7K Hold
243
– – 0.02% 321
2025
Q4 		$30.8K Hold
243
– – 0.01% 280
2025
Q3 		$32.1K Hold
243
– – 0.01% 222
2025
Q2 		$28.1K Hold
243
– – 0.01% 209
2025
Q1 		$28.2K Hold
243
– – 0.02% 202
2024
Q4 		$26.9K Hold
243
– – 0.02% 179
2024
Q3 		$28.5K Buy
+243
New +$24.3K 0.02% 169

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 $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IDA Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Idacorp (IDA) position steady in Q1 2026 at 243 shares worth $34.7K. The position accounts for 0.02% of the portfolio, ranked #321.

Legacy Wealth Management (Idaho) first reported a position in IDA in Q3 2024 and has held it in 7 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 243 shares of Idacorp worth $34.7K as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Idacorp share count unchanged in Q1 2026.
  • Idacorp made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #321 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Idacorp in Q3 2024 and has held it in 7 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.