Valued Wealth Advisors’s Idacorp IDA Stock Holding History

Valued Wealth Advisors’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	$152	Hold	1	–	–	﹤0.01%	897
2026 Q1	$143	Hold	1	–	–	﹤0.01%	722
2025 Q4	$127	Buy	+1	New	+$130	﹤0.01%	610

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

Valued Wealth Advisors's IDA Position: Q2 2026 in Review

Valued Wealth Advisors held its Idacorp (IDA) position steady in Q2 2026 at 1 share worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Valued Wealth Advisors first reported a position in IDA in Q4 2025 and has held it in 3 quarters since. 564 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Valued Wealth Advisors held 1 share of Idacorp worth $152 as of Q2 2026.
Valued Wealth Advisors left its Idacorp share count unchanged in Q2 2026.
Idacorp made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #897 holding.
Valued Wealth Advisors first reported a position in Idacorp in Q4 2025 and has held it in 3 quarters since.
564 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.