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Merited Wealth’s Idaho Strategic Resources IDR Stock Holding History

Merited Wealth’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 		– Sell
-320
Closed -$12.9K – 175
2025
Q4 		$12.9K Buy
+320
New +$12.2K 0.01% 187

Other funds holding IDR

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return

Merited Wealth's IDR Position: Q1 2026 in Review

Merited Wealth sold out of Idaho Strategic Resources (IDR) in Q1 2026, closing a stake of 320 shares — an estimated $12.9K sold.

Merited Wealth first reported a position in IDR in Q4 2025 and held it in 1 quarter. The position peaked at $12.9K in Q4 2025. 137 funds tracked by Wall St. Rank hold IDR as of Q1 2026.

  • Merited Wealth reported no remaining Idaho Strategic Resources position as of Q1 2026 after selling out during the quarter.
  • Merited Wealth sold 320 Idaho Strategic Resources shares in Q1 2026, an estimated $12.9K.
  • Merited Wealth first reported a position in Idaho Strategic Resources in Q4 2025 and held it in 1 quarter.
  • Merited Wealth's Idaho Strategic Resources position peaked at $12.9K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.