Toth Financial Advisory’s Idaho Strategic Resources IDR Stock Holding History

Toth Financial 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 Q3	$1.12K	Buy	+40	New	+$1.23K	﹤0.01%	928

Other funds holding IDR

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Enhancing Capital Harrisburg, Pennsylvania $144M AUM 20.77% 1-Year Est. Return

Pinkerton Retirement Specialists Coeur D Alene, Idaho $642M AUM 23.05% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $641M AUM 25.36% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wilkerson Advisory Group Columbia, Missouri $335M AUM 17.81% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Toth Financial Advisory's IDR Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Idaho Strategic Resources (IDR) in Q3 2026: 40 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings.

25 funds tracked by Wall St. Rank hold IDR as of Q3 2026.

Toth Financial Advisory held 40 shares of Idaho Strategic Resources worth $1.12K as of Q3 2026.
Idaho Strategic Resources was a new Toth Financial Advisory position in Q3 2026.
Idaho Strategic Resources made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #928 holding.
25 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.