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Wood Tarver Financial Group’s Idacorp IDA Stock Holding History

Wood Tarver Financial Group’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
Q1 		$602K Buy
4,211
+272
+7% +$37.3K 0.17% 83
2025
Q4 		$498K Buy
3,939
+4
+0.1% +$520 0.14% 95
2025
Q3 		$520K Buy
3,935
+121
+3% +$15K 0.15% 88
2025
Q2 		$440K Hold
3,814
– – 0.13% 90
2025
Q1 		$443K Buy
3,814
+117
+3% +$13.1K 0.14% 88
2024
Q4 		$403K Buy
+3,697
New +$406K 0.13% 90

Other funds holding IDA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wood Tarver Financial Group's IDA Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Idacorp (IDA) stake by 6.9% in Q1 2026, buying an estimated $37.3K and bringing the position to 4,211 shares worth $602K. The position accounts for 0.17% of the portfolio, ranked #83.

Wood Tarver Financial Group first reported a position in IDA in Q4 2024 and has held it in 6 quarters since. 549 funds tracked by Wall St. Rank hold IDA as of Q1 2026.

  • Wood Tarver Financial Group held 4,211 shares of Idacorp worth $602K as of Q1 2026.
  • Wood Tarver Financial Group bought 272 Idacorp shares in Q1 2026, an estimated $37.3K.
  • Idacorp made up 0.17% of Wood Tarver Financial Group's portfolio in Q1 2026, its #83 holding.
  • Wood Tarver Financial Group first reported a position in Idacorp in Q4 2024 and has held it in 6 quarters since.
  • 549 funds tracked by Wall St. Rank held Idacorp as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.