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WealthTrak Capital Management’s Idacorp IDA Stock Holding History

WealthTrak Capital Management’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
-5
Closed -$578 – 466
2025
Q2 		$578 Hold
5
– – ﹤0.01% 623
2025
Q1 		$582 Hold
5
– – ﹤0.01% 631
2024
Q4 		$547 Buy
+5
New +$550 ﹤0.01% 555

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

WealthTrak Capital Management's IDA Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Idacorp (IDA) in Q3 2025, closing a stake of 5 shares — an estimated $578 sold.

WealthTrak Capital Management first reported a position in IDA in Q4 2024 and held it in 3 quarters. The position peaked at $582 in Q1 2025. 488 funds tracked by Wall St. Rank hold IDA as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Idacorp position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Idacorp shares in Q3 2025, an estimated $578.
  • WealthTrak Capital Management first reported a position in Idacorp in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Idacorp position peaked at $582 in Q1 2025.
  • 488 funds tracked by Wall St. Rank held Idacorp as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.