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IDR icon

NewEdge Advisors’s Idaho Strategic Resources IDR Stock Holding History

NewEdge Advisors’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
Q2 		$393K Sell
12,002
-29
-0.2% -$1.13K ﹤0.01% 2303
2026
Q1 		$386K Sell
12,031
-1,501
-11% -$58.3K ﹤0.01% 2169
2025
Q4 		$545K Sell
13,532
-1,134
-8% -$43.3K ﹤0.01% 1906
2025
Q3 		$496K Sell
14,666
-15,529
-51% -$367K ﹤0.01% 1822
2025
Q2 		$395K Sell
30,195
-356
-1% -$5.24K ﹤0.01% 1835
2025
Q1 		$437K Buy
30,551
+15,917
+109% +$196K ﹤0.01% 1656
2024
Q4 		$149K Buy
14,634
+13,681
+1,436% +$184K ﹤0.01% 2163
2024
Q3 		$15.3K Sell
953
-15,630
-94% -$187K ﹤0.01% 2797
2024
Q2 		$164K Buy
+16,583
New +$154K ﹤0.01% 1980

Other funds holding IDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

NewEdge Advisors's IDR Position: Q2 2026 in Review

NewEdge Advisors reduced its Idaho Strategic Resources (IDR) stake by 0.24% in Q2 2026, selling an estimated $1.13K and leaving 12,002 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

NewEdge Advisors first reported a position in IDR in Q2 2024 and has held it in 9 quarters since. The position peaked at $545K in Q4 2025. 128 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • NewEdge Advisors held 12,002 shares of Idaho Strategic Resources worth $393K as of Q2 2026.
  • NewEdge Advisors sold 29 Idaho Strategic Resources shares in Q2 2026, an estimated $1.13K.
  • Idaho Strategic Resources made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2303 holding.
  • NewEdge Advisors first reported a position in Idaho Strategic Resources in Q2 2024 and has held it in 9 quarters since.
  • NewEdge Advisors's Idaho Strategic Resources position peaked at $545K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.