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Smallwood Wealth Investment Management’s Idacorp IDA Stock Holding History

Smallwood Wealth 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
2025
Q3 		– Sell
-8
Closed -$923 – 551
2025
Q2 		$923 Buy
+8
New +$927 ﹤0.01% 465

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Smallwood Wealth Investment Management's IDA Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Idacorp (IDA) in Q3 2025, closing a stake of 8 shares — an estimated $923 sold.

Smallwood Wealth Investment Management first reported a position in IDA in Q2 2025 and held it in 1 quarter. The position peaked at $923 in Q2 2025. 488 funds tracked by Wall St. Rank hold IDA as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Idacorp position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 8 Idacorp shares in Q3 2025, an estimated $923.
  • Smallwood Wealth Investment Management first reported a position in Idacorp in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Idacorp position peaked at $923 in Q2 2025.
  • 488 funds tracked by Wall St. Rank held Idacorp as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.