Creative Planning
IDR icon

Creative Planning’s Idaho Strategic Resources IDR Stock Holding History

Creative Planning’s Portfolio IDR Stock Details IDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$387K Buy
11,816
+4,240
+56% +$165K ﹤0.01% 3385
2026
Q1 		$243K Buy
7,576
+85
+1% +$3.3K ﹤0.01% 3595
2025
Q4 		$302K Buy
+7,491
New +$286K ﹤0.01% 3230

Other funds holding IDR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

Creative Planning's IDR Position: Q2 2026 in Review

Creative Planning increased its Idaho Strategic Resources (IDR) stake by 56% in Q2 2026, buying an estimated $165K and bringing the position to 11,816 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #3385.

Creative Planning first reported a position in IDR in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold IDR as of Q2 2026.

  • Creative Planning held 11,816 shares of Idaho Strategic Resources worth $387K as of Q2 2026.
  • Creative Planning bought 4,240 Idaho Strategic Resources shares in Q2 2026, an estimated $165K.
  • Idaho Strategic Resources made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3385 holding.
  • Creative Planning first reported a position in Idaho Strategic Resources in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Idaho Strategic Resources as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.