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WR Wealth Planners’s Idaho Strategic Resources IDR Stock Holding History

WR Wealth Planners’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
2024
Q4 		$85.9K Buy
8,430
+4,507
+115% +$60.7K 0.03% 254
2024
Q3 		$63K Hold
3,923
– – 0.02% 306
2024
Q2 		$38.7K Buy
3,923
+2,323
+145% +$21.6K 0.01% 358
2024
Q1 		$13.5K Buy
+1,600
New +$11.4K ﹤0.01% 532

Other funds holding IDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
JW Asset Management Miami Beach, Florida $244M AUM 71.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

WR Wealth Planners's IDR Position: Q4 2024 in Review

WR Wealth Planners increased its Idaho Strategic Resources (IDR) stake by 115% in Q4 2024, buying an estimated $60.7K and bringing the position to 8,430 shares worth $85.9K. The position accounts for 0.03% of the portfolio, ranked #254.

WR Wealth Planners first reported a position in IDR in Q1 2024 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold IDR as of Q4 2024.

  • WR Wealth Planners held 8,430 shares of Idaho Strategic Resources worth $85.9K as of Q4 2024.
  • WR Wealth Planners bought 4,507 Idaho Strategic Resources shares in Q4 2024, an estimated $60.7K.
  • Idaho Strategic Resources made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #254 holding.
  • WR Wealth Planners first reported a position in Idaho Strategic Resources in Q1 2024 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.