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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
Q2 		– Sell
-243
Closed -$34.7K – 535
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 $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

Legacy Wealth Management (Idaho)'s IDA Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Idacorp (IDA) in Q2 2026, closing a stake of 243 shares — an estimated $34.7K sold.

Legacy Wealth Management (Idaho) first reported a position in IDA in Q3 2024 and held it in 7 quarters. The position peaked at $34.7K in Q1 2026. 566 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Idacorp position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 243 Idacorp shares in Q2 2026, an estimated $34.7K.
  • Legacy Wealth Management (Idaho) first reported a position in Idacorp in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Idacorp position peaked at $34.7K in Q1 2026.
  • 566 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.