EverSource Wealth Advisors’s Ioneer IONR Stock Holding History

EverSource Wealth Advisors’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	–	Sell	-1,888	Closed	-$8.03K	–	4477
2026 Q1	$8.03K	Buy	1,888 +1,861	+6,893%	+$8.32K	﹤0.01%	3033
2025 Q4	$130	Sell	27 -1,034	-97%	-$5.07K	﹤0.01%	4076
2025 Q3	$4.74K	Buy	1,061 +859	+425%	+$2.88K	﹤0.01%	3175
2025 Q2	$527	Buy	+202	New	+$683	﹤0.01%	3882

Other funds holding IONR

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 New York $303B AUM 53.02% 1-Year Est. Return

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

EverSource Wealth Advisors's IONR Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Ioneer (IONR) in Q2 2026, closing a stake of 1,888 shares — an estimated $8.03K sold.

EverSource Wealth Advisors first reported a position in IONR in Q2 2025 and held it in 4 quarters. The position peaked at $8.03K in Q1 2026. 7 funds tracked by Wall St. Rank hold IONR as of Q2 2026.

EverSource Wealth Advisors reported no remaining Ioneer position as of Q2 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 1,888 Ioneer shares in Q2 2026, an estimated $8.03K.
EverSource Wealth Advisors first reported a position in Ioneer in Q2 2025 and held it in 4 quarters.
EverSource Wealth Advisors's Ioneer position peaked at $8.03K in Q1 2026.
7 funds tracked by Wall St. Rank held Ioneer as of Q2 2026.

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