Whittier Trust’s Idacorp IDA Stock Holding History

Whittier Trust’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	$9.67K	Hold	64	–	–	﹤0.01%	1145
2026 Q1	$9.26K	Hold	64	–	–	﹤0.01%	1138
2025 Q4	$8.26K	Hold	64	–	–	﹤0.01%	1163
2025 Q3	$8.47K	Hold	64	–	–	﹤0.01%	1149
2025 Q2	$7.39K	Hold	64	–	–	﹤0.01%	1283
2025 Q1	$7.44K	Hold	64	–	–	﹤0.01%	1263
2024 Q4	$6.99K	Hold	64	–	–	﹤0.01%	1309
2024 Q3	$6.6K	Hold	64	–	–	﹤0.01%	1341
2024 Q2	$5.96K	Hold	64	–	–	﹤0.01%	1325
2024 Q1	$5.94K	Hold	64	–	–	﹤0.01%	1334
2023 Q4	$6.29K	Sell	64 -3	-4%	-$290	﹤0.01%	1295
2023 Q3	$6.27K	Buy	67 +3	+5%	+$296	﹤0.01%	1336
2023 Q2	$6.57K	Hold	64	–	–	﹤0.01%	1332
2023 Q1	$6.93K	Hold	64	–	–	﹤0.01%	1356
2022 Q4	$6.9K	Hold	64	–	–	﹤0.01%	1346
2022 Q3	$6K	Sell	64 -30	-32%	-$3.27K	﹤0.01%	1419
2022 Q2	$10K	Hold	94	–	–	﹤0.01%	1323
2022 Q1	$11K	Buy	94 +30	+47%	+$3.27K	﹤0.01%	1321
2021 Q4	$7K	Buy	+64	New	+$6.81K	﹤0.01%	1362
2021 Q3	–	Sell	-400	Closed	-$39K	–	1531
2021 Q2	$39K	Sell	400 -1,030	-72%	-$103K	﹤0.01%	1012
2021 Q1	$143K	Buy	1,430 +1,030	+258%	+$94.2K	﹤0.01%	703
2020 Q4	$38K	Hold	400	–	–	﹤0.01%	910
2020 Q3	$32K	Buy	+400	New	+$35.2K	﹤0.01%	914

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

Whittier Trust's IDA Position: Q2 2026 in Review

Whittier Trust held its Idacorp (IDA) position steady in Q2 2026 at 64 shares worth $9.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Whittier Trust first reported a position in IDA in Q3 2020 and has held it in 23 quarters since. The position peaked at $143K in Q1 2021. 564 funds tracked by Wall St. Rank hold IDA as of Q2 2026.

Whittier Trust held 64 shares of Idacorp worth $9.67K as of Q2 2026.
Whittier Trust left its Idacorp share count unchanged in Q2 2026.
Idacorp made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1145 holding.
Whittier Trust first reported a position in Idacorp in Q3 2020 and has held it in 23 quarters since.
Whittier Trust's Idacorp position peaked at $143K in Q1 2021.
564 funds tracked by Wall St. Rank held Idacorp as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.