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Ida shares owned by Journey Strategic Wealth

Quarter-by-quarter ownership of Ida (IDA) shares owned by Journey Strategic Wealth from 13F filings

Historical chart of Journey Strategic Wealth investment in Ida

Tip: Access up to 7 years of quarterly data

All positions including Ida held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ida by Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $251k 2.6k 98.30
2023-03-31 $345k 3.2k 108.35
2022-12-31 $228k 2.1k 108.64

More positions owned by Journey Strategic Wealth

Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Pepsi (PEP)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Etf (IWB)
Walt Disney Company (DIS)

View all positions for Journey Strategic Wealth

Top funds holding Ida

Vanguard Group
Wellington Management Company
Alliancebernstein
Victory Capital Management
Parnassus Investments
American Trust
Jennifer Ranahan
Dimensional Fund Advisors
Charles Schwab Investment Management
Citadel Advisors
Btim
Principal Financial Group
River Road Asset Management
Bank of New York Mellon
Palisade Capital Management

View all funds holding Ida