Physician Wealth Advisors
IPI icon

Physician Wealth Advisors’s Intrepid Potash IPI Stock Holding History

Physician Wealth Advisors’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
Q3 		$610 Hold
19
– – ﹤0.01% 2134
2026
Q2 		$623 Hold
19
– – ﹤0.01% 2011
2026
Q1 		$813 Hold
19
– – ﹤0.01% 1779
2025
Q4 		$527 Sell
19
-7
-27% -$188 ﹤0.01% 1858
2025
Q3 		$796 Hold
26
– – ﹤0.01% 1691
2025
Q2 		$929 Buy
+26
New +$887 ﹤0.01% 1481

Other funds holding IPI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Azarias Capital Management
Azarias Capital Management Berwyn, Pennsylvania $168M AUM 10.75% 1-Year Est. Return
Peapod Lane Capital
Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Physician Wealth Advisors's IPI Position: Q3 2026 in Review

Physician Wealth Advisors held its Intrepid Potash (IPI) position steady in Q3 2026 at 19 shares worth $610. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Physician Wealth Advisors first reported a position in IPI in Q2 2025 and has held it in 6 quarters since. The position peaked at $929 in Q2 2025. 35 funds tracked by Wall St. Rank hold IPI as of Q3 2026.

  • Physician Wealth Advisors held 19 shares of Intrepid Potash worth $610 as of Q3 2026.
  • Physician Wealth Advisors left its Intrepid Potash share count unchanged in Q3 2026.
  • Intrepid Potash made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2134 holding.
  • Physician Wealth Advisors first reported a position in Intrepid Potash in Q2 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Intrepid Potash position peaked at $929 in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Intrepid Potash as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.