SIS
IDR icon

Sound Income Strategies’s Idaho Strategic Resources IDR Stock Holding History

Sound Income Strategies’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,025
Closed -$34.4K – 1362
2026
Q1 		$34.4K Hold
1,025
– – ﹤0.01% 964
2025
Q4 		$45.5K Buy
1,025
+1,000
+4,000% +$38.2K ﹤0.01% 826
2025
Q3 		$1.03K Buy
+25
New +$590 ﹤0.01% 1442

Other funds holding IDR

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $320M AUM 140.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sound Income Strategies's IDR Position: Q2 2026 in Review

Sound Income Strategies sold out of Idaho Strategic Resources (IDR) in Q2 2026, closing a stake of 1,025 shares — an estimated $34.4K sold.

Sound Income Strategies first reported a position in IDR in Q3 2025 and held it in 3 quarters. The position peaked at $45.5K in Q4 2025. 79 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • Sound Income Strategies reported no remaining Idaho Strategic Resources position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,025 Idaho Strategic Resources shares in Q2 2026, an estimated $34.4K.
  • Sound Income Strategies first reported a position in Idaho Strategic Resources in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Idaho Strategic Resources position peaked at $45.5K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.