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 Q2	$363K	Buy	2,398 +1	+0%	+$144	0.02%	261
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

McKinley Carter Wealth Services's IDA Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Idacorp (IDA) stake by 0.04% in Q2 2026, buying an estimated $144 and bringing the position to 2,398 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #261.

McKinley Carter Wealth Services first reported a position in IDA in Q4 2020 and has held it in 23 quarters since. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

McKinley Carter Wealth Services held 2,398 shares of Idacorp worth $363K as of Q2 2026.
McKinley Carter Wealth Services bought 1 Idacorp share in Q2 2026, an estimated $144.
Idacorp made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #261 holding.
McKinley Carter Wealth Services first reported a position in Idacorp in Q4 2020 and has held it in 23 quarters since.
565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.