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 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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

LCM

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Physician Wealth Advisors's IDA Position: Q2 2026 in Review

Physician Wealth Advisors increased its Idacorp (IDA) stake by 7.5% in Q2 2026, buying an estimated $2.88K and bringing the position to 287 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #464.

Physician Wealth Advisors first reported a position in IDA in Q4 2024 and has held it in 7 quarters since. 80 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Physician Wealth Advisors held 287 shares of Idacorp worth $43.4K as of Q2 2026.
Physician Wealth Advisors bought 20 Idacorp shares in Q2 2026, an estimated $2.88K.
Idacorp made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #464 holding.
Physician Wealth Advisors first reported a position in Idacorp in Q4 2024 and has held it in 7 quarters since.
80 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.