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Ida shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Ida (IDA) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Ida

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All positions including Ida held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ida by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $214k 1.5k 142.94
2018-09-30 $232k 2.3k 99.40
2018-06-30 $215k 2.3k 92.12
2018-03-31 $206k 2.3k 88.26
2017-12-31 $213k 2.3k 91.26
2017-09-30 $205k 2.3k 87.83
2015-06-30 $299k 5.3k 56.06

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
McDonald's Corporation (MCD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr M Star Dev Mkt (TLTD)
Flexshares Tr Mornstar Usmkt (TILT)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

Top funds holding Ida

BlackRock
Vanguard Group
Vanguard Portfolio Management
Wellington Management Company
Vanguard Capital Management
Morgan Stanley
State Street Corporation
T. Rowe Price Investment Management
W. H. Reaves & Co
Jennison Associates
Two Sigma Investments
Neuberger Berman Group
Alliancebernstein
Capital World Investors
Geode Capital Management

View all funds holding Ida