Creative Planning
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Creative Planning’s Intrepid Potash IPI Stock Holding History

Creative Planning’s Portfolio IPI Stock Details IPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$928K Buy
28,322
+13,391
+90% +$509K ﹤0.01% 2701
2026
Q1 		$639K Buy
14,931
+5,245
+54% +$189K ﹤0.01% 2833
2025
Q4 		$269K Buy
9,686
+2,248
+30% +$60.4K ﹤0.01% 3329
2025
Q3 		$227K Buy
+7,438
New +$234K ﹤0.01% 3367
2020
Q3 		– Sell
-3,101
Closed -$31K – 2207
2020
Q2 		$31K Sell
3,101
-5,816
-65% -$60.4K ﹤0.01% 1798
2020
Q1 		$71K Buy
8,917
+100
+1% +$1.86K ﹤0.01% 1586
2019
Q4 		$239K Buy
8,817
+3,000
+52% +$81.5K ﹤0.01% 1540
2019
Q3 		$190K Hold
5,817
– – ﹤0.01% 1625
2019
Q2 		$195K Hold
5,817
– – ﹤0.01% 1624
2019
Q1 		$220K Hold
5,817
– – ﹤0.01% 1518
2018
Q4 		$151K Sell
5,817
-90
-2% -$3.09K ﹤0.01% 1562
2018
Q3 		$212K Hold
5,907
– – ﹤0.01% 1638
2018
Q2 		$242K Sell
5,907
-423
-7% -$18.5K ﹤0.01% 1505
2018
Q1 		$230K Buy
6,330
+4,200
+197% +$163K ﹤0.01% 1509
2017
Q4 		$101K Buy
+2,130
New +$83K ﹤0.01% 1728
2017
Q3 		– Sell
-100
Closed -$2K – 2780
2017
Q2 		$2K Sell
100
-20
-17% -$419 ﹤0.01% 4308
2017
Q1 		$2K Buy
120
+20
+20% +$387 ﹤0.01% 4291
2016
Q4 		$2K Hold
100
– – ﹤0.01% 4272
2016
Q3 		$1K Buy
100
+35
+54% +$458 ﹤0.01% 4391
2016
Q2 		$1K Buy
+65
New +$821 ﹤0.01% 4168
2015
Q4 		– Sell
-10
Closed -$1K – 4486
2015
Q3 		$1K Buy
+10
New +$832 ﹤0.01% 4097
2015
Q2 		– Sell
-510
Closed -$59K – 2021
2015
Q1 		$59K Buy
510
+500
+5,000% +$65.9K ﹤0.01% 1908
2014
Q4 		$1K Hold
10
– – ﹤0.01% 3977
2014
Q3 		$2K Buy
+10
New +$1.54K ﹤0.01% 3662
2013
Q4 		– Sell
-50
Closed -$8K – 3383
2013
Q3 		$8K Hold
50
– – ﹤0.01% 2552
2013
Q2 		$10K Buy
+50
New +$9.17K ﹤0.01% 2277

Other funds holding IPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $386M AUM 142.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Creative Planning's IPI Position: Q2 2026 in Review

Creative Planning increased its Intrepid Potash (IPI) stake by 90% in Q2 2026, buying an estimated $509K and bringing the position to 28,322 shares worth $928K. The position accounts for ﹤0.01% of the portfolio, ranked #2701.

Creative Planning first reported a position in IPI in Q2 2013 and has held it in 26 quarters since. 153 funds tracked by Wall St. Rank hold IPI as of Q2 2026.

  • Creative Planning held 28,322 shares of Intrepid Potash worth $928K as of Q2 2026.
  • Creative Planning bought 13,391 Intrepid Potash shares in Q2 2026, an estimated $509K.
  • Intrepid Potash made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2701 holding.
  • Creative Planning first reported a position in Intrepid Potash in Q2 2013 and has held it in 26 quarters since.
  • 153 funds tracked by Wall St. Rank held Intrepid Potash as of Q2 2026.

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