Creative Planning’s Integral Ad Science IAS Stock Holding History

Creative Planning’s Portfolio IAS Stock Details IAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-23,507	Closed	-$239K	–	3995
2025 Q3	$239K	Buy	23,507 +8,808	+60%	+$76.3K	﹤0.01%	3329
2025 Q2	$122K	Buy	+14,699	New	+$112K	﹤0.01%	3384
2025 Q1	–	Sell	-11,059	Closed	-$115K	–	3588
2024 Q4	$115K	Buy	+11,059	New	+$121K	﹤0.01%	3131

Other funds holding IAS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's IAS Position: Q4 2025 in Review

Creative Planning sold out of Integral Ad Science (IAS) in Q4 2025, closing a stake of 23,507 shares — an estimated $239K sold.

Creative Planning first reported a position in IAS in Q4 2024 and held it in 3 quarters. The position peaked at $239K in Q3 2025. 2 funds tracked by Wall St. Rank hold IAS as of Q4 2025.

Creative Planning reported no remaining Integral Ad Science position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 23,507 Integral Ad Science shares in Q4 2025, an estimated $239K.
Creative Planning first reported a position in Integral Ad Science in Q4 2024 and held it in 3 quarters.
Creative Planning's Integral Ad Science position peaked at $239K in Q3 2025.
2 funds tracked by Wall St. Rank held Integral Ad Science as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.