Steward Partners Investment Advisory’s Idaho Strategic Resources IDR Stock Holding History

Steward Partners Investment Advisory’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 Q1	$353	Buy	+11	New	+$427	﹤0.01%	4288

Other funds holding IDR

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JAM

JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return

Steward Partners Investment Advisory's IDR Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in Idaho Strategic Resources (IDR) in Q1 2026: 11 shares worth $353. The stake represents ﹤0.01% of the portfolio and ranks #4288 among its holdings.

137 funds tracked by Wall St. Rank hold IDR as of Q1 2026.

Steward Partners Investment Advisory held 11 shares of Idaho Strategic Resources worth $353 as of Q1 2026.
Idaho Strategic Resources was a new Steward Partners Investment Advisory position in Q1 2026.
Idaho Strategic Resources made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4288 holding.
137 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.