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 Q2	$40.1K	Buy	265 +245	+1,225%	+$35.3K	﹤0.01%	936
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 $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

TD Private Client Wealth's IDA Position: Q2 2026 in Review

TD Private Client Wealth increased its Idacorp (IDA) stake by 1,225% in Q2 2026, buying an estimated $35.3K and bringing the position to 265 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

TD Private Client Wealth first reported a position in IDA in Q4 2019 and has held it in 18 quarters since. The position peaked at $60.9K in Q1 2020. 565 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

TD Private Client Wealth held 265 shares of Idacorp worth $40.1K as of Q2 2026.
TD Private Client Wealth bought 245 Idacorp shares in Q2 2026, an estimated $35.3K.
Idacorp made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #936 holding.
TD Private Client Wealth first reported a position in Idacorp in Q4 2019 and has held it in 18 quarters since.
TD Private Client Wealth's Idacorp position peaked at $60.9K in Q1 2020.
565 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.