Creative Planning’s Ivanhoe Electric IE Stock Holding History

Creative Planning’s Portfolio IE Stock Details IE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$642K	Buy	66,823 +9,783	+17%	+$124K	﹤0.01%	2994
2026 Q1	$674K	Sell	57,040 -1,139	-2%	-$17.8K	﹤0.01%	2786
2025 Q4	$930K	Buy	58,179 +16,969	+41%	+$243K	﹤0.01%	2335
2025 Q3	$517K	Buy	41,210 +6,054	+17%	+$59.9K	﹤0.01%	2688
2025 Q2	$319K	Sell	35,156 -3,342	-9%	-$23.2K	﹤0.01%	2846
2025 Q1	$224K	Buy	38,498 +17,675	+85%	+$112K	﹤0.01%	2973
2024 Q4	$157K	Buy	20,823 +2,476	+13%	+$22.9K	﹤0.01%	3049
2024 Q3	$155K	Buy	18,347 +4,644	+34%	+$39K	﹤0.01%	2919
2024 Q2	$129K	Hold	13,703	–	–	﹤0.01%	2789
2024 Q1	$134K	Hold	13,703	–	–	﹤0.01%	2658
2023 Q4	$138K	Hold	13,703	–	–	﹤0.01%	2519
2023 Q3	$163K	Buy	13,703 +3,477	+34%	+$52.2K	﹤0.01%	2299
2023 Q2	$133K	Buy	+10,226	New	+$129K	﹤0.01%	2300

Other funds holding IE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SCP

SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Creative Planning's IE Position: Q2 2026 in Review

Creative Planning increased its Ivanhoe Electric (IE) stake by 17% in Q2 2026, buying an estimated $124K and bringing the position to 66,823 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #2994.

Creative Planning first reported a position in IE in Q2 2023 and has held it in 13 quarters since. The position peaked at $930K in Q4 2025. 202 funds tracked by Wall St. Rank hold IE as of Q2 2026.

Creative Planning held 66,823 shares of Ivanhoe Electric worth $642K as of Q2 2026.
Creative Planning bought 9,783 Ivanhoe Electric shares in Q2 2026, an estimated $124K.
Ivanhoe Electric made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2994 holding.
Creative Planning first reported a position in Ivanhoe Electric in Q2 2023 and has held it in 13 quarters since.
Creative Planning's Ivanhoe Electric position peaked at $930K in Q4 2025.
202 funds tracked by Wall St. Rank held Ivanhoe Electric as of Q2 2026.

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