BIG
IONR

Brookwood Investment Group’s Ioneer IONR Stock Holding History

Brookwood Investment Group’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
Q1 		– Sell
-11,500
Closed -$55.2K – 554
2025
Q4 		$55.2K Buy
+11,500
New +$56.4K 0.01% 496

Other funds holding IONR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Brookwood Investment Group's IONR Position: Q1 2026 in Review

Brookwood Investment Group sold out of Ioneer (IONR) in Q1 2026, closing a stake of 11,500 shares — an estimated $55.2K sold.

Brookwood Investment Group first reported a position in IONR in Q4 2025 and held it in 1 quarter. The position peaked at $55.2K in Q4 2025. 22 funds tracked by Wall St. Rank hold IONR as of Q1 2026.

  • Brookwood Investment Group reported no remaining Ioneer position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 11,500 Ioneer shares in Q1 2026, an estimated $55.2K.
  • Brookwood Investment Group first reported a position in Ioneer in Q4 2025 and held it in 1 quarter.
  • Brookwood Investment Group's Ioneer position peaked at $55.2K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Ioneer as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.