Creative Planning
IE icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return