McKinley Carter Wealth Services’s Idacorp IDA Stock Holding History

McKinley Carter Wealth Services’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	$343K	Hold	2,397	–	–	0.02%	246
2025 Q4	$303K	Hold	2,397	–	–	0.02%	275
2025 Q3	$317K	Hold	2,397	–	–	0.02%	267
2025 Q2	$277K	Hold	2,397	–	–	0.02%	268
2025 Q1	$279K	Hold	2,397	–	–	0.02%	266
2024 Q4	$262K	Hold	2,397	–	–	0.02%	259
2024 Q3	$247K	Hold	2,397	–	–	0.01%	278
2024 Q2	$223K	Hold	2,397	–	–	0.01%	287
2024 Q1	$223K	Hold	2,397	–	–	0.01%	286
2023 Q4	$236K	Hold	2,397	–	–	0.02%	280
2023 Q3	$224K	Hold	2,397	–	–	0.02%	279
2023 Q2	$246K	Hold	2,397	–	–	0.02%	272
2023 Q1	$260K	Hold	2,397	–	–	0.02%	263
2022 Q4	$259K	Hold	2,397	–	–	0.02%	259
2022 Q3	$237K	Hold	2,397	–	–	0.02%	258
2022 Q2	$254K	Hold	2,397	–	–	0.02%	259
2022 Q1	$277K	Hold	2,397	–	–	0.02%	248
2021 Q4	$272K	Hold	2,397	–	–	0.02%	254
2021 Q3	$248K	Hold	2,397	–	–	0.02%	258
2021 Q2	$234K	Hold	2,397	–	–	0.02%	261
2021 Q1	$240K	Hold	2,397	–	–	0.02%	266
2020 Q4	$230K	Buy	+2,397	New	+$218K	0.03%	237

Other funds holding IDA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McKinley Carter Wealth Services's IDA Position: Q1 2026 in Review

McKinley Carter Wealth Services held its Idacorp (IDA) position steady in Q1 2026 at 2,397 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #246.

McKinley Carter Wealth Services first reported a position in IDA in Q4 2020 and has held it in 22 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

McKinley Carter Wealth Services held 2,397 shares of Idacorp worth $343K as of Q1 2026.
McKinley Carter Wealth Services left its Idacorp share count unchanged in Q1 2026.
Idacorp made up 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #246 holding.
McKinley Carter Wealth Services first reported a position in Idacorp in Q4 2020 and has held it in 22 quarters since.
549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.