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Phillips Wealth Planners’s Idacorp IDA Stock Holding History

Phillips Wealth Planners’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 		$355K Sell
2,343
-275
-11% -$39.6K 0.26% 116
2026
Q1 		$381K Sell
2,618
-545
-17% -$74.7K 0.29% 117
2025
Q4 		$424K Sell
3,163
-329
-9% -$42.8K 0.34% 93
2025
Q3 		$467K Sell
3,492
-19
-0.5% -$2.35K 0.39% 81
2025
Q2 		$407K Buy
3,511
+62
+2% +$7.18K 0.37% 91
2025
Q1 		$405K Sell
3,449
-6
-0.2% -$673 0.43% 77
2024
Q4 		$368K Buy
3,455
+3
+0.1% +$330 0.37% 89
2024
Q3 		$361K Sell
3,452
-162
-4% -$16.2K 0.35% 102
2024
Q2 		$337K Sell
3,614
-16
-0.4% -$1.5K 0.35% 97
2024
Q1 		$324K Buy
3,630
+81
+2% +$7.42K 0.37% 98
2023
Q4 		$327K Sell
3,549
-273
-7% -$26.4K 0.39% 88
2023
Q3 		$364K Buy
3,822
+712
+23% +$70.3K 0.49% 77
2023
Q2 		$319K Buy
3,110
+42
+1% +$4.51K 0.42% 90
2023
Q1 		$343K Buy
3,068
+73
+2% +$7.67K 0.45% 85
2022
Q4 		$311K Buy
+2,995
New +$310K 0.54% 68

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

Phillips Wealth Planners's IDA Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Idacorp (IDA) stake by 11% in Q2 2026, selling an estimated $39.6K and leaving 2,343 shares worth $355K. The position accounts for 0.26% of the portfolio, ranked #116.

Phillips Wealth Planners first reported a position in IDA in Q4 2022 and has held it in 15 quarters since. The position peaked at $467K in Q3 2025. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Phillips Wealth Planners held 2,343 shares of Idacorp worth $355K as of Q2 2026.
  • Phillips Wealth Planners sold 275 Idacorp shares in Q2 2026, an estimated $39.6K.
  • Idacorp made up 0.26% of Phillips Wealth Planners's portfolio in Q2 2026, its #116 holding.
  • Phillips Wealth Planners first reported a position in Idacorp in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's Idacorp position peaked at $467K in Q3 2025.
  • 565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.