Creative Planning
IRON icon

Creative Planning’s Disc Medicine IRON Stock Holding History

Creative Planning’s Portfolio IRON Stock Details IRON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$241K Sell
3,769
-95
-2% -$6.59K ﹤0.01% 3601
2025
Q4 		$307K Buy
+3,864
New +$326K ﹤0.01% 3222

Other funds holding IRON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Creative Planning's IRON Position: Q1 2026 in Review

Creative Planning reduced its Disc Medicine (IRON) stake by 2.5% in Q1 2026, selling an estimated $6.59K and leaving 3,769 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #3601.

Creative Planning first reported a position in IRON in Q4 2025 and has held it in 2 quarters since. The position peaked at $307K in Q4 2025. 203 funds tracked by Wall St. Rank hold IRON as of Q1 2026.

  • Creative Planning held 3,769 shares of Disc Medicine worth $241K as of Q1 2026.
  • Creative Planning sold 95 Disc Medicine shares in Q1 2026, an estimated $6.59K.
  • Disc Medicine made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3601 holding.
  • Creative Planning first reported a position in Disc Medicine in Q4 2025 and has held it in 2 quarters since.
  • Creative Planning's Disc Medicine position peaked at $307K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Disc Medicine as of Q1 2026.

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