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Rothschild Investment LLC’s Idacorp IDA Stock Holding History

Rothschild Investment LLC’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 		$241K Buy
1,591
+1,544
+3,285% +$222K 0.01% 813
2026
Q1 		$6.72K Buy
47
+22
+88% +$3.02K ﹤0.01% 1911
2025
Q4 		$3.16K Buy
25
+7
+39% +$911 ﹤0.01% 2134
2025
Q3 		$2.38K Buy
18
+11
+157% +$1.36K ﹤0.01% 2119
2025
Q2 		$808 Hold
7
– – ﹤0.01% 2571
2025
Q1 		$814 Hold
7
– – ﹤0.01% 2446
2024
Q4 		$765 Hold
7
– – ﹤0.01% 2371
2024
Q3 		$722 Buy
+7
New +$699 ﹤0.01% 2356

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Rothschild Investment LLC's IDA Position: Q2 2026 in Review

Rothschild Investment LLC increased its Idacorp (IDA) stake by 3,285% in Q2 2026, buying an estimated $222K and bringing the position to 1,591 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #813.

Rothschild Investment LLC first reported a position in IDA in Q3 2024 and has held it in 8 quarters since. 279 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • Rothschild Investment LLC held 1,591 shares of Idacorp worth $241K as of Q2 2026.
  • Rothschild Investment LLC bought 1,544 Idacorp shares in Q2 2026, an estimated $222K.
  • Idacorp made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #813 holding.
  • Rothschild Investment LLC first reported a position in Idacorp in Q3 2024 and has held it in 8 quarters since.
  • 279 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.