GWM
IONR

GK Wealth Management’s Ioneer IONR Stock Holding History

GK Wealth Management’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 		$139K Buy
+32,034
New +$129K 0.07% 225
2026
Q1 		– Sell
-33,775
Closed -$162K – 121
2025
Q4 		$162K Sell
33,775
-7,725
-19% -$37.9K 0.11% 185
2025
Q3 		$186K Buy
41,500
+1,800
+5% +$6.02K 0.14% 169
2025
Q2 		$104K Buy
39,700
+10,750
+37% +$36.4K 0.09% 153
2025
Q1 		$113K Buy
28,950
+13,600
+89% +$57.4K 0.13% 137
2024
Q4 		$61.2K Buy
+15,350
New +$88K 0.08% 125

Other funds holding IONR

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

GK Wealth Management's IONR Position: Q2 2026 in Review

GK Wealth Management opened a new position in Ioneer (IONR) in Q2 2026: 32,034 shares worth $139K. The stake represents 0.07% of the portfolio and ranks #225 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in IONR as recently as Q4 2025.

GK Wealth Management first reported a position in IONR in Q4 2024 and has held it in 6 quarters since. The position peaked at $186K in Q3 2025. 7 funds tracked by Wall St. Rank hold IONR as of Q2 2026.

  • GK Wealth Management held 32,034 shares of Ioneer worth $139K as of Q2 2026.
  • Ioneer was a new GK Wealth Management position in Q2 2026.
  • Ioneer made up 0.07% of GK Wealth Management's portfolio in Q2 2026, its #225 holding.
  • GK Wealth Management first reported a position in Ioneer in Q4 2024 and has held it in 6 quarters since.
  • GK Wealth Management's Ioneer position peaked at $186K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Ioneer as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.