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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's IPI Position: Q1 2026 in Review

Creative Planning increased its Intrepid Potash (IPI) stake by 54% in Q1 2026, buying an estimated $189K and bringing the position to 14,931 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #2833.

Creative Planning first reported a position in IPI in Q2 2013 and has held it in 25 quarters since. 162 funds tracked by Wall St. Rank hold IPI as of Q1 2026.

  • Creative Planning held 14,931 shares of Intrepid Potash worth $639K as of Q1 2026.
  • Creative Planning bought 5,245 Intrepid Potash shares in Q1 2026, an estimated $189K.
  • Intrepid Potash made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2833 holding.
  • Creative Planning first reported a position in Intrepid Potash in Q2 2013 and has held it in 25 quarters since.
  • 162 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.