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
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 – 5627
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

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return