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
Q2 		$457K Buy
6,254
+2,485
+66% +$171K ﹤0.01% 3256
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning's IRON Position: Q2 2026 in Review

Creative Planning increased its Disc Medicine (IRON) stake by 66% in Q2 2026, buying an estimated $171K and bringing the position to 6,254 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #3256.

Creative Planning first reported a position in IRON in Q4 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

  • Creative Planning held 6,254 shares of Disc Medicine worth $457K as of Q2 2026.
  • Creative Planning bought 2,485 Disc Medicine shares in Q2 2026, an estimated $171K.
  • Disc Medicine made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3256 holding.
  • Creative Planning first reported a position in Disc Medicine in Q4 2025 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

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