RW Investment Management’s Idacorp IDA Stock Holding History

RW Investment Management’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	$2.02M	Hold	13,382	–	–	0.18%	31
2026 Q1	$1.91M	Buy	+13,382	New	+$1.84M	0.19%	29
2025 Q3	$1.76M	Sell	13,298 -490	-4%	-$60.7K	0.18%	26
2025 Q2	$1.59M	Buy	13,788 +100	+0.7%	+$11.6K	0.18%	27
2025 Q1	$1.59M	Sell	13,688 -200	-1%	-$22.4K	0.2%	25
2024 Q4	$1.52M	Buy	13,888 +938	+7%	+$103K	0.18%	28
2024 Q3	$1.34M	Hold	12,950	–	–	0.17%	31
2024 Q2	$1.21M	Sell	12,950 -2,061	-14%	-$193K	0.16%	27
2024 Q1	$1.39M	Buy	15,011 +19	+0.1%	+$1.74K	0.19%	24
2023 Q4	$1.47M	Buy	14,992 +24	+0.2%	+$2.32K	0.22%	22
2023 Q3	$1.4M	Hold	14,968	–	–	0.25%	22
2023 Q2	$1.54M	Hold	14,968	–	–	0.32%	21
2023 Q1	$1.62M	Buy	14,968 +9	+0.1%	+$945	0.45%	20
2022 Q4	$1.61M	Buy	+14,959	New	+$1.55M	0.63%	18

Other funds holding IDA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

RW Investment Management's IDA Position: Q2 2026 in Review

RW Investment Management held its Idacorp (IDA) position steady in Q2 2026 at 13,382 shares worth $2.02M. The position accounts for 0.18% of the portfolio, ranked #31.

RW Investment Management first reported a position in IDA in Q4 2022 and has held it in 14 quarters since. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

RW Investment Management held 13,382 shares of Idacorp worth $2.02M as of Q2 2026.
RW Investment Management left its Idacorp share count unchanged in Q2 2026.
Idacorp made up 0.18% of RW Investment Management's portfolio in Q2 2026, its #31 holding.
RW Investment Management first reported a position in Idacorp in Q4 2022 and has held it in 14 quarters since.
565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

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