Creative Planning’s Intrepid Potash IPI Stock Holding History
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
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. 152 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.
- 152 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.