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USA Financial Formulas’s Idacorp IDA Stock Holding History

USA Financial Formulas’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
2025
Q3 		– Sell
-1,644
Closed -$190K – 297
2025
Q2 		$190K Buy
+1,644
New +$190K 0.03% 142
2025
Q1 		– Sell
-3,252
Closed -$355K – 325
2024
Q4 		$355K Buy
+3,252
New +$357K 0.06% 114
2021
Q3 		– Sell
-17
Closed -$2K – 440
2021
Q2 		$2K Buy
+17
New +$1.7K ﹤0.01% 311

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
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
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

USA Financial Formulas's IDA Position: Q3 2025 in Review

USA Financial Formulas sold out of Idacorp (IDA) in Q3 2025, closing a stake of 1,644 shares — an estimated $190K sold.

USA Financial Formulas first reported a position in IDA in Q2 2021 and held it in 3 quarters. The position peaked at $355K in Q4 2024. 488 funds tracked by Wall St. Rank hold IDA as of Q3 2025.

  • USA Financial Formulas reported no remaining Idacorp position as of Q3 2025 after selling out during the quarter.
  • USA Financial Formulas sold 1,644 Idacorp shares in Q3 2025, an estimated $190K.
  • USA Financial Formulas first reported a position in Idacorp in Q2 2021 and held it in 3 quarters.
  • USA Financial Formulas's Idacorp position peaked at $355K in Q4 2024.
  • 488 funds tracked by Wall St. Rank held Idacorp as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.