Physician Wealth Advisors
IDA icon

Physician Wealth Advisors’s Idacorp IDA Stock Holding History

Physician Wealth Advisors’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
Q3 		$35.4K Sell
271
-16
-6% -$2.25K ﹤0.01% 545
2026
Q2 		$43.4K Buy
287
+20
+7% +$2.88K 0.01% 464
2026
Q1 		$38.2K Sell
267
-22
-8% -$3.02K 0.01% 457
2025
Q4 		$36.6K Buy
289
+10
+4% +$1.3K 0.01% 448
2025
Q3 		$36.9K Buy
279
+16
+6% +$1.98K 0.01% 433
2025
Q2 		$30.4K Hold
263
– – ﹤0.01% 436
2025
Q1 		$30.6K Hold
263
– – 0.01% 415
2024
Q4 		$28.7K Buy
+263
New +$28.9K ﹤0.01% 440

Other funds holding IDA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return

Physician Wealth Advisors's IDA Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Idacorp (IDA) stake by 5.6% in Q3 2026, selling an estimated $2.25K and leaving 271 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Physician Wealth Advisors first reported a position in IDA in Q4 2024 and has held it in 8 quarters since. The position peaked at $43.4K in Q2 2026. 304 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Physician Wealth Advisors held 271 shares of Idacorp worth $35.4K as of Q3 2026.
  • Physician Wealth Advisors sold 16 Idacorp shares in Q3 2026, an estimated $2.25K.
  • Idacorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #545 holding.
  • Physician Wealth Advisors first reported a position in Idacorp in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Idacorp position peaked at $43.4K in Q2 2026.
  • 304 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.