Root Financial Partners
IDA icon

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
Q3 		$49.7K Buy
+380
New +$53.5K ﹤0.01% 1092
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 		$9.7K Buy
+73
New +$9.04K ﹤0.01% 1462

Other funds holding IDA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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

Root Financial Partners's IDA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Idacorp (IDA) in Q3 2026: 380 shares worth $49.7K. The stake represents ﹤0.01% of the portfolio and ranks #1092 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IDA as recently as Q1 2026.

Root Financial Partners first reported a position in IDA in Q3 2025 and has held it in 4 quarters since. 445 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • Root Financial Partners held 380 shares of Idacorp worth $49.7K as of Q3 2026.
  • Idacorp was a new Root Financial Partners position in Q3 2026.
  • Idacorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1092 holding.
  • Root Financial Partners first reported a position in Idacorp in Q3 2025 and has held it in 4 quarters since.
  • 445 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.