Creative Planning
IIIN icon

Creative Planning’s Insteel Industries IIIN Stock Holding History

Creative Planning’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,125
Closed -$235K – 4003
2025
Q3 		$235K Buy
+6,125
New +$231K ﹤0.01% 3345
2017
Q1 		– Sell
-450
Closed -$16K – 4771
2016
Q4 		$16K Sell
450
-115
-20% -$3.9K ﹤0.01% 3219
2016
Q3 		$20K Buy
565
+115
+26% +$3.88K ﹤0.01% 3062
2016
Q2 		$13K Sell
450
-496
-52% -$14K ﹤0.01% 3074
2016
Q1 		$29K Buy
+946
New +$23.6K ﹤0.01% 2484

Other funds holding IIIN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return