Bogart Wealth LLC
IONR icon

Bogart Wealth LLC’s Ioneer IONR Stock Holding History

Bogart Wealth LLC’s Portfolio IONR Stock Details IONR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$184 Hold
60
– – ﹤0.01% 1942
2026
Q2 		$260 Hold
60
– – ﹤0.01% 1884
2026
Q1 		$255 Hold
60
– – ﹤0.01% 1683
2025
Q4 		$288 Buy
60
+20
+50% +$98 ﹤0.01% 1524
2025
Q3 		$179 Hold
40
– – ﹤0.01% 1488
2025
Q2 		$104 Buy
40
+20
+100% +$68 ﹤0.01% 1423
2025
Q1 		$78 Buy
+20
New +$84 ﹤0.01% 1381

Other funds holding IONR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Rothschild Investment LLC
Rothschild Investment LLC Chicago, Illinois $2.69B AUM 27.79% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Bogart Wealth LLC's IONR Position: Q3 2026 in Review

Bogart Wealth LLC held its Ioneer (IONR) position steady in Q3 2026 at 60 shares worth $184. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Bogart Wealth LLC first reported a position in IONR in Q1 2025 and has held it in 7 quarters since. The position peaked at $288 in Q4 2025. 12 funds tracked by Wall St. Rank hold IONR as of Q3 2026.

  • Bogart Wealth LLC held 60 shares of Ioneer worth $184 as of Q3 2026.
  • Bogart Wealth LLC left its Ioneer share count unchanged in Q3 2026.
  • Ioneer made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q3 2026, its #1942 holding.
  • Bogart Wealth LLC first reported a position in Ioneer in Q1 2025 and has held it in 7 quarters since.
  • Bogart Wealth LLC's Ioneer position peaked at $288 in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Ioneer as of Q3 2026.

Based on Bogart Wealth LLC's 13F filing for Q3 2026, filed 10 Nov 2026.