TD Private Client Wealth’s Idacorp IDA Stock Holding History

TD Private Client Wealth’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 Q1	$2.86K	Buy	20 +14	+233%	+$1.92K	﹤0.01%	1256
2025 Q4	$759	Hold	6	–	–	﹤0.01%	1420
2025 Q3	$793	Buy	+6	New	+$743	﹤0.01%	1376
2023 Q3	–	Sell	-68	Closed	-$6.98K	–	1244
2023 Q2	$6.98K	Hold	68	–	–	﹤0.01%	1093
2023 Q1	$7.37K	Buy	+68	New	+$7.14K	﹤0.01%	1072
2022 Q4	–	Sell	-15	Closed	-$1.49K	–	1235
2022 Q3	$1.49K	Hold	15	–	–	﹤0.01%	1132
2022 Q2	$1.59K	Sell	15 -17	-53%	-$1.84K	﹤0.01%	1151
2022 Q1	$3.69K	Sell	32 -3	-9%	-$327	﹤0.01%	1120
2021 Q4	$3.97K	Buy	35 +27	+338%	+$2.87K	﹤0.01%	959
2021 Q3	$827	Hold	8	–	–	﹤0.01%	1124
2021 Q2	$780	Buy	8 +4	+100%	+$401	﹤0.01%	1140
2021 Q1	$400	Sell	4 -3	-43%	-$274	﹤0.01%	1147
2020 Q4	$672	Hold	7	–	–	﹤0.01%	1060
2020 Q3	$559	Sell	7 -439	-98%	-$38.7K	﹤0.01%	1024
2020 Q2	$39K	Sell	446 -248	-36%	-$22.4K	﹤0.01%	642
2020 Q1	$60.9K	Buy	694 +643	+1,261%	+$66.2K	﹤0.01%	554
2019 Q4	$5.45K	Buy	+51	New	+$5.45K	﹤0.01%	807

Other funds holding IDA

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Private Client Wealth's IDA Position: Q1 2026 in Review

TD Private Client Wealth increased its Idacorp (IDA) stake by 233% in Q1 2026, buying an estimated $1.92K and bringing the position to 20 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

TD Private Client Wealth first reported a position in IDA in Q4 2019 and has held it in 17 quarters since. The position peaked at $60.9K in Q1 2020. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

TD Private Client Wealth held 20 shares of Idacorp worth $2.86K as of Q1 2026.
TD Private Client Wealth bought 14 Idacorp shares in Q1 2026, an estimated $1.92K.
Idacorp made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1256 holding.
TD Private Client Wealth first reported a position in Idacorp in Q4 2019 and has held it in 17 quarters since.
TD Private Client Wealth's Idacorp position peaked at $60.9K in Q1 2020.
549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.