Position in IRWD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$623,095
+$76,903 QoQ
Shares Held
177,520
+9.5% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.3937584497521406.ToString("F0")%
Shared 0.ToString("F0")%
None 99.60624155024786.ToString("F0")%
Common Shares in IRWD Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Creative Planning holds $105,911,578 across 40 Drug Manufacturers - Specialty & Generic names. IRWD ranks #23 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDY |
Dr Reddys Laboratories Ltd
|
1,167,182 | $16,165,470 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
22,075 | $13,090,033 | |
| 3 | VTRS |
Viatris Inc
|
770,971 | $10,415,817 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
|
542,996 | $10,056,285 | |
| 5 | ZTS |
Zoetis Inc.
|
77,690 | $9,183,734 | |
| 6 | NBIX |
Neurocrine Biosciences Inc
|
68,387 | $9,009,303 | |
| 7 | HLN |
Haleon plc
|
630,997 | $6,316,279 | |
| 8 | LNTH |
Lantheus Holdings, Inc.
|
80,292 | $6,090,147 |
All Filings in IRWD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $623,095 | 177,520 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $546,192 | 162,075 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $118,104 | 90,156 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $67,449 | 93,680 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $124,409 | 84,632 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $458,726 | 103,550 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $173,662 | 42,151 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $243,861 | 37,402 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $432,007 | 49,599 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,034,815 | 90,456 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $655,600 | 68,079 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $773,037 | 72,654 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $704,619 | 66,979 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $710,529 | 57,347 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $302,346 | 29,184 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $305,060 | 26,458 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $332,841 | 26,458 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $308,500 | 26,458 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $345,541 | 26,458 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,342,379 | 104,303 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||