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Wilkerson Advisory Group’s Idaho Strategic Resources IDR Stock Holding History

Wilkerson Advisory Group’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.7K Hold
1,487
– – 0.02% 234
2026
Q1 		$47.8K Sell
1,487
-2,405
-62% -$93.4K 0.02% 209
2025
Q4 		$157K Buy
+3,892
New +$149K 0.06% 106

Other funds holding IDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

Wilkerson Advisory Group's IDR Position: Q2 2026 in Review

Wilkerson Advisory Group held its Idaho Strategic Resources (IDR) position steady in Q2 2026 at 1,487 shares worth $48.7K. The position accounts for 0.02% of the portfolio, ranked #234.

Wilkerson Advisory Group first reported a position in IDR in Q4 2025 and has held it in 3 quarters since. The position peaked at $157K in Q4 2025. 128 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • Wilkerson Advisory Group held 1,487 shares of Idaho Strategic Resources worth $48.7K as of Q2 2026.
  • Wilkerson Advisory Group left its Idaho Strategic Resources share count unchanged in Q2 2026.
  • Idaho Strategic Resources made up 0.02% of Wilkerson Advisory Group's portfolio in Q2 2026, its #234 holding.
  • Wilkerson Advisory Group first reported a position in Idaho Strategic Resources in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Idaho Strategic Resources position peaked at $157K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.