TWD
IDA icon

True Wealth Design’s Idacorp IDA Stock Holding History

True Wealth Design’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 		$12.9K Buy
85
+81
+2,025% +$11.7K ﹤0.01% 973
2026
Q1 		$572 Sell
4
-6
-60% -$823 ﹤0.01% 2008
2025
Q4 		$1.24K Sell
10
-1
-9% -$130 ﹤0.01% 1634
2025
Q3 		$1.42K Buy
11
+6
+120% +$743 ﹤0.01% 1618
2025
Q2 		$578 Sell
5
-2
-29% -$232 ﹤0.01% 1687
2025
Q1 		$814 Buy
7
+1
+17% +$112 ﹤0.01% 1344
2024
Q4 		$656 Buy
+6
New +$659 ﹤0.01% 1044
2023
Q2 		– Sell
-7
Closed -$759 – 829
2023
Q1 		$759 Buy
+7
New +$735 ﹤0.01% 442

Other funds holding IDA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
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

True Wealth Design's IDA Position: Q2 2026 in Review

True Wealth Design increased its Idacorp (IDA) stake by 2,025% in Q2 2026, buying an estimated $11.7K and bringing the position to 85 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

True Wealth Design first reported a position in IDA in Q1 2023 and has held it in 8 quarters since. 564 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • True Wealth Design held 85 shares of Idacorp worth $12.9K as of Q2 2026.
  • True Wealth Design bought 81 Idacorp shares in Q2 2026, an estimated $11.7K.
  • Idacorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #973 holding.
  • True Wealth Design first reported a position in Idacorp in Q1 2023 and has held it in 8 quarters since.
  • 564 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.