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James T. Borello RIA’s Idacorp IDA Stock Holding History

James T. Borello RIA’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
Q3 		$2.09K Buy
16
+11
+220% +$1.55K ﹤0.01% 911
2026
Q2 		$757 Hold
5
– – ﹤0.01% 1036
2026
Q1 		$715 Sell
5
-26
-84% -$3.57K ﹤0.01% 1030
2025
Q4 		$3.92K Sell
31
-5
-14% -$650 ﹤0.01% 633
2025
Q3 		$4.76K Buy
+36
New +$4.46K ﹤0.01% 474

Other funds holding IDA

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

James T. Borello RIA's IDA Position: Q3 2026 in Review

James T. Borello RIA increased its Idacorp (IDA) stake by 220% in Q3 2026, buying an estimated $1.55K and bringing the position to 16 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

James T. Borello RIA first reported a position in IDA in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.76K in Q3 2025. 58 funds tracked by Wall St. Rank hold IDA as of Q3 2026.

  • James T. Borello RIA held 16 shares of Idacorp worth $2.09K as of Q3 2026.
  • James T. Borello RIA bought 11 Idacorp shares in Q3 2026, an estimated $1.55K.
  • Idacorp made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #911 holding.
  • James T. Borello RIA first reported a position in Idacorp in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Idacorp position peaked at $4.76K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Idacorp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.