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Forum Financial Management’s Ivanhoe Electric IE Stock Holding History

Forum Financial 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
Q1 		– Sell
-12,903
Closed -$206K – 649
2025
Q4 		$206K Hold
12,903
– – ﹤0.01% 959
2025
Q3 		$162K Buy
+12,903
New +$128K ﹤0.01% 984

Other funds holding IE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

Forum Financial Management's IE Position: Q1 2026 in Review

Forum Financial Management sold out of Ivanhoe Electric (IE) in Q1 2026, closing a stake of 12,903 shares — an estimated $206K sold.

Forum Financial Management first reported a position in IE in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q4 2025. 209 funds tracked by Wall St. Rank hold IE as of Q1 2026.

  • Forum Financial Management reported no remaining Ivanhoe Electric position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 12,903 Ivanhoe Electric shares in Q1 2026, an estimated $206K.
  • Forum Financial Management first reported a position in Ivanhoe Electric in Q3 2025 and held it in 2 quarters.
  • Forum Financial Management's Ivanhoe Electric position peaked at $206K in Q4 2025.
  • 209 funds tracked by Wall St. Rank held Ivanhoe Electric as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.