IWC
IONR

Integrated Wealth Concepts’s Ioneer IONR Stock Holding History

Integrated Wealth Concepts’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 		$617K Sell
142,517
-46,043
-24% -$186K ﹤0.01% 1653
2026
Q1 		$802K Buy
+188,560
New +$843K 0.01% 1247

Other funds holding IONR

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return

Integrated Wealth Concepts's IONR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Ioneer (IONR) stake by 24% in Q2 2026, selling an estimated $186K and leaving 142,517 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Integrated Wealth Concepts first reported a position in IONR in Q1 2026 and has held it in 2 quarters since. The position peaked at $802K in Q1 2026. 33 funds tracked by Wall St. Rank hold IONR as of Q2 2026.

  • Integrated Wealth Concepts held 142,517 shares of Ioneer worth $617K as of Q2 2026.
  • Integrated Wealth Concepts sold 46,043 Ioneer shares in Q2 2026, an estimated $186K.
  • Ioneer made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1653 holding.
  • Integrated Wealth Concepts first reported a position in Ioneer in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Ioneer position peaked at $802K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Ioneer as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.