LPL Financial
IDR icon

LPL Financial’s Idaho Strategic Resources IDR Stock Holding History

LPL Financial’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 		$3.53M Sell
107,813
-19,237
-15% -$748K ﹤0.01% 3129
2026
Q1 		$4.08M Buy
127,050
+23,581
+23% +$915K ﹤0.01% 2818
2025
Q4 		$4.17M Buy
103,469
+41,796
+68% +$1.6M ﹤0.01% 2698
2025
Q3 		$2.08M Buy
+61,673
New +$1.46M ﹤0.01% 3285
2025
Q2 		– Sell
-45,549
Closed -$652K – 5626
2025
Q1 		$652K Buy
45,549
+5,381
+13% +$66.2K ﹤0.01% 3922
2024
Q4 		$409K Sell
40,168
-7,378
-16% -$99.4K ﹤0.01% 4263
2024
Q3 		$764K Buy
+47,546
New +$569K ﹤0.01% 3644
2022
Q4 		– Sell
-57,674
Closed -$274K – 4497
2022
Q3 		$274K Sell
57,674
-15,284
-21% -$92.9K ﹤0.01% 3681
2022
Q2 		$574K Buy
+72,958
New +$601K ﹤0.01% 3085

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

LPL Financial's IDR Position: Q2 2026 in Review

LPL Financial reduced its Idaho Strategic Resources (IDR) stake by 15% in Q2 2026, selling an estimated $748K and leaving 107,813 shares worth $3.53M. The position accounts for ﹤0.01% of the portfolio, ranked #3129.

LPL Financial first reported a position in IDR in Q2 2022 and has held it in 9 quarters since. The position peaked at $4.17M in Q4 2025. 128 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • LPL Financial held 107,813 shares of Idaho Strategic Resources worth $3.53M as of Q2 2026.
  • LPL Financial sold 19,237 Idaho Strategic Resources shares in Q2 2026, an estimated $748K.
  • Idaho Strategic Resources made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3129 holding.
  • LPL Financial first reported a position in Idaho Strategic Resources in Q2 2022 and has held it in 9 quarters since.
  • LPL Financial's Idaho Strategic Resources position peaked at $4.17M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.