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RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

IDA holding history

Idacorp Inc in every 13F filed by RSM US Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IDA overviewAll 13F holders of IDAFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2024
Holdings of IDA by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,488−100.0%Sold outHolders
Q1 20261,488$212.7K<0.1%+1,488NewHolders
Q4 20250$00.0%−2,316−100.0%Sold outHolders
Q3 20252,316$306.0K<0.1%+233+11.2%AddedHolders
Q2 20252,083$240.5K<0.1%−60−2.8%ReducedHolders
Q1 20252,143$249.0K<0.1%−165−7.1%ReducedHolders
Q4 20242,308$252.6K<0.1%−444−16.1%ReducedHolders
Q3 20242,752$284.5K<0.1%+2,752NewHolders