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VSM Wealth Advisory’s Idacorp IDA Stock Holding History

VSM Wealth Advisory’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 		$11.7K Hold
77
– – ﹤0.01% 354
2026
Q1 		$11K Hold
77
– – ﹤0.01% 360
2025
Q4 		$9.74K Hold
77
– – ﹤0.01% 331
2025
Q3 		$10.2K Hold
77
– – ﹤0.01% 339
2025
Q2 		$8.89K Hold
77
– – ﹤0.01% 389
2025
Q1 		$8.95K Hold
77
– – ﹤0.01% 361
2024
Q4 		$8.41K Buy
+77
New +$8.46K ﹤0.01% 365

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

VSM Wealth Advisory's IDA Position: Q2 2026 in Review

VSM Wealth Advisory held its Idacorp (IDA) position steady in Q2 2026 at 77 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

VSM Wealth Advisory first reported a position in IDA in Q4 2024 and has held it in 7 quarters since. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

  • VSM Wealth Advisory held 77 shares of Idacorp worth $11.7K as of Q2 2026.
  • VSM Wealth Advisory left its Idacorp share count unchanged in Q2 2026.
  • Idacorp made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #354 holding.
  • VSM Wealth Advisory first reported a position in Idacorp in Q4 2024 and has held it in 7 quarters since.
  • 563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.