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Measured Wealth Private Client Group’s Idacorp IDA Stock Holding History

Measured Wealth Private Client Group’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 		$39.3K Hold
260
– – 0.01% 363
2026
Q1 		$37.2K Hold
260
– – 0.01% 340
2025
Q4 		$32.9K Hold
260
– – 0.01% 371
2025
Q3 		$34.4K Buy
+260
New +$32.2K 0.01% 359

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 $3.37T 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

Measured Wealth Private Client Group's IDA Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Idacorp (IDA) position steady in Q2 2026 at 260 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #363.

Measured Wealth Private Client Group first reported a position in IDA in Q3 2025 and has held it in 4 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Measured Wealth Private Client Group held 260 shares of Idacorp worth $39.3K as of Q2 2026.
  • Measured Wealth Private Client Group left its Idacorp share count unchanged in Q2 2026.
  • Idacorp made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #363 holding.
  • Measured Wealth Private Client Group first reported a position in Idacorp in Q3 2025 and has held it in 4 quarters since.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.