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Root Financial Partners’s Idacorp IDA Stock Holding History

Root Financial Partners’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 		– Sell
-169
Closed -$24.2K – 1709
2026
Q1 		$24.2K Buy
169
+89
+111% +$12.2K ﹤0.01% 1215
2025
Q4 		$10.2K Buy
80
+7
+10% +$911 ﹤0.01% 1486
2025
Q3 		$9.68K Buy
+73
New +$9.04K ﹤0.01% 1462

Other funds holding IDA

WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Root Financial Partners's IDA Position: Q2 2026 in Review

Root Financial Partners sold out of Idacorp (IDA) in Q2 2026, closing a stake of 169 shares — an estimated $24.2K sold.

Root Financial Partners first reported a position in IDA in Q3 2025 and held it in 3 quarters. The position peaked at $24.2K in Q1 2026. 177 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Root Financial Partners reported no remaining Idacorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 169 Idacorp shares in Q2 2026, an estimated $24.2K.
  • Root Financial Partners first reported a position in Idacorp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Idacorp position peaked at $24.2K in Q1 2026.
  • 177 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.