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Prospera Financial Services’s Idaho Strategic Resources IDR Stock Holding History

Prospera Financial Services’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 		– Sell
-8,610
Closed -$277K – 1503
2026
Q1 		$277K Buy
8,610
+168
+2% +$6.52K ﹤0.01% 1233
2025
Q4 		$340K Buy
8,442
+373
+5% +$14.3K 0.01% 1093
2025
Q3 		$273K Buy
+8,069
New +$190K ﹤0.01% 1178

Other funds holding IDR

SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
WAG
Wilkerson Advisory Group Columbia, Missouri $326M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Prospera Financial Services's IDR Position: Q2 2026 in Review

Prospera Financial Services sold out of Idaho Strategic Resources (IDR) in Q2 2026, closing a stake of 8,610 shares — an estimated $277K sold.

Prospera Financial Services first reported a position in IDR in Q3 2025 and held it in 3 quarters. The position peaked at $340K in Q4 2025. 8 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • Prospera Financial Services reported no remaining Idaho Strategic Resources position as of Q2 2026 after selling out during the quarter.
  • Prospera Financial Services sold 8,610 Idaho Strategic Resources shares in Q2 2026, an estimated $277K.
  • Prospera Financial Services first reported a position in Idaho Strategic Resources in Q3 2025 and held it in 3 quarters.
  • Prospera Financial Services's Idaho Strategic Resources position peaked at $340K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.