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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → IDA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IDA Position History
IDACORP, Inc. • Utilities
Quarters held
5
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q4 2025 | $2.3M |
| Q1 2026 | $1.7M |
| Q2 2026 | $2.5M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 22.4K | — | — |
| Q2 2026 | $2.5M | 16.4K | — | — |
| Q1 2026 | $1.7M | 12.0K | — | — |
| Q4 2025 | $2.3M | 18.1K | — | — |
| Q3 2025 | $2.3M | 17.3K | — | — |
Other funds holding IDA
$742.7M
$704.3M
$687.3M
$686.9M
$379.9M
$290.7M