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Rialto Wealth Management’s Idaho Strategic Resources IDR Stock Holding History

Rialto Wealth Management’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
Q1 		$16.1K Hold
500
– – ﹤0.01% 408
2025
Q4 		$20.1K Buy
+500
New +$19.1K ﹤0.01% 363

Other funds holding IDR

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return

Rialto Wealth Management's IDR Position: Q1 2026 in Review

Rialto Wealth Management held its Idaho Strategic Resources (IDR) position steady in Q1 2026 at 500 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Rialto Wealth Management first reported a position in IDR in Q4 2025 and has held it in 2 quarters since. The position peaked at $20.1K in Q4 2025. 137 funds tracked by Wall St. Rank hold IDR as of Q1 2026.

  • Rialto Wealth Management held 500 shares of Idaho Strategic Resources worth $16.1K as of Q1 2026.
  • Rialto Wealth Management left its Idaho Strategic Resources share count unchanged in Q1 2026.
  • Idaho Strategic Resources made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #408 holding.
  • Rialto Wealth Management first reported a position in Idaho Strategic Resources in Q4 2025 and has held it in 2 quarters since.
  • Rialto Wealth Management's Idaho Strategic Resources position peaked at $20.1K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.