BWL
IONR

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
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 $44.6B AUM 28.94% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Bogart Wealth LLC's IONR Position: Q2 2026 in Review

Bogart Wealth LLC held its Ioneer (IONR) position steady in Q2 2026 at 60 shares worth $260. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Bogart Wealth LLC first reported a position in IONR in Q1 2025 and has held it in 6 quarters since. The position peaked at $288 in Q4 2025. 7 funds tracked by Wall St. Rank hold IONR as of Q2 2026.

  • Bogart Wealth LLC held 60 shares of Ioneer worth $260 as of Q2 2026.
  • Bogart Wealth LLC left its Ioneer share count unchanged in Q2 2026.
  • Ioneer made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1884 holding.
  • Bogart Wealth LLC first reported a position in Ioneer in Q1 2025 and has held it in 6 quarters since.
  • Bogart Wealth LLC's Ioneer position peaked at $288 in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Ioneer as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.