Position in IE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$642,168
-$32,044 QoQ
Shares Held
66,823
+17.2% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 202 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IE Over Time
Shares Held
Position Value (USD)
Position in Copper
Basic Materials · as of Jun 30, 2026Creative Planning holds $67,329,174 across 6 Copper names. IE ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCX |
Freeport-Mcmoran Inc
|
600,009 | $37,734,565 | |
| 2 | SCCO |
Southern Copper Corp/
|
113,776 | $19,591,531 | |
| 3 | TECK |
Teck Resources Ltd
|
129,578 | $7,704,707 | |
| 4 | HBM |
Hudbay Minerals Inc.
|
37,489 | $885,114 | |
| 5 | TGB |
Trekor Metals Ltd
|
112,077 | $771,089 | |
| 6 | IE |
Ivanhoe Electric Inc.
This page
|
66,823 | $642,168 |
All Filings in IE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,168 | 66,823 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $674,212 | 57,040 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $929,700 | 58,179 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $517,185 | 41,210 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $318,864 | 35,156 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $223,673 | 38,498 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $157,213 | 20,823 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $155,215 | 18,347 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $128,534 | 13,703 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $134,289 | 13,703 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $138,126 | 13,703 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $163,065 | 13,703 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $133,347 | 10,226 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||