UFF
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USA Financial Formulas’s Idaho Strategic Resources IDR Stock Holding History

USA Financial Formulas’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
Q1 		– Sell
-533
Closed -$21.5K – 484
2025
Q4 		$21.5K Sell
533
-145
-21% -$5.54K ﹤0.01% 259
2025
Q3 		$22.9K Buy
+678
New +$16K ﹤0.01% 242

Other funds holding IDR

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return

USA Financial Formulas's IDR Position: Q1 2026 in Review

USA Financial Formulas sold out of Idaho Strategic Resources (IDR) in Q1 2026, closing a stake of 533 shares — an estimated $21.5K sold.

USA Financial Formulas first reported a position in IDR in Q3 2025 and held it in 2 quarters. The position peaked at $22.9K in Q3 2025. 137 funds tracked by Wall St. Rank hold IDR as of Q1 2026.

  • USA Financial Formulas reported no remaining Idaho Strategic Resources position as of Q1 2026 after selling out during the quarter.
  • USA Financial Formulas sold 533 Idaho Strategic Resources shares in Q1 2026, an estimated $21.5K.
  • USA Financial Formulas first reported a position in Idaho Strategic Resources in Q3 2025 and held it in 2 quarters.
  • USA Financial Formulas's Idaho Strategic Resources position peaked at $22.9K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.