Whipplewood Advisors’s Idacorp IDA Stock Holding History

Whipplewood 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	–	Sell	-5	Closed	-$715	–	847
2026 Q1	$715	Buy	+5	New	+$686	﹤0.01%	949
2025 Q3	–	Sell	-24	Closed	-$2.77K	–	718
2025 Q2	$2.77K	Buy	24 +3	+14%	+$348	﹤0.01%	816
2025 Q1	$2.79K	Sell	21 -3	-13%	-$336	﹤0.01%	819
2024 Q4	$2.62K	Buy	+24	New	+$2.64K	﹤0.01%	825

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

Whipplewood Advisors's IDA Position: Q2 2026 in Review

Whipplewood Advisors sold out of Idacorp (IDA) in Q2 2026, closing a stake of 5 shares — an estimated $715 sold.

Whipplewood Advisors first reported a position in IDA in Q4 2024 and held it in 4 quarters. The position peaked at $2.79K in Q1 2025. 563 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Whipplewood Advisors reported no remaining Idacorp position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 5 Idacorp shares in Q2 2026, an estimated $715.
Whipplewood Advisors first reported a position in Idacorp in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Idacorp position peaked at $2.79K in Q1 2025.
563 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.