Avior Wealth Management’s Ivanhoe Electric IE Stock Holding History

Avior Wealth Management’s Portfolio IE Stock Details IE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,273	Closed	-$157K	–	842
2026 Q1	$157K	Hold	13,273	–	–	﹤0.01%	807
2025 Q4	$212K	Buy	+13,273	New	+$190K	0.01%	710
2025 Q1	–	Sell	-3,751	Closed	-$28.3K	–	1487
2024 Q4	$28.3K	Hold	3,751	–	–	﹤0.01%	1331
2024 Q3	$31.7K	Buy	+3,751	New	+$31.5K	﹤0.01%	1273
2024 Q2	–	Sell	-2,165	Closed	-$21.2K	–	2949
2024 Q1	$21.2K	Sell	2,165 -12,993	-86%	-$112K	﹤0.01%	1578
2023 Q4	$153K	Buy	15,158 +9,432	+165%	+$99.7K	0.01%	551
2023 Q3	$68.1K	Buy	5,726 +1,617	+39%	+$24.3K	﹤0.01%	702
2023 Q2	$53.6K	Buy	+4,109	New	+$51.9K	﹤0.01%	746

Other funds holding IE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SCP

SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Avior Wealth Management's IE Position: Q2 2026 in Review

Avior Wealth Management sold out of Ivanhoe Electric (IE) in Q2 2026, closing a stake of 13,273 shares — an estimated $157K sold.

Avior Wealth Management first reported a position in IE in Q2 2023 and held it in 8 quarters. The position peaked at $212K in Q4 2025. 201 funds tracked by Wall St. Rank hold IE as of Q2 2026.

Avior Wealth Management reported no remaining Ivanhoe Electric position as of Q2 2026 after selling out during the quarter.
Avior Wealth Management sold 13,273 Ivanhoe Electric shares in Q2 2026, an estimated $157K.
Avior Wealth Management first reported a position in Ivanhoe Electric in Q2 2023 and held it in 8 quarters.
Avior Wealth Management's Ivanhoe Electric position peaked at $212K in Q4 2025.
201 funds tracked by Wall St. Rank held Ivanhoe Electric as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.