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
Q1 		$802K Buy
+188,560
New +$843K 0.01% 1247

Other funds holding IONR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrated Wealth Concepts's IONR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Ioneer (IONR) in Q1 2026: 188,560 shares worth $802K. The stake represents 0.01% of the portfolio and ranks #1247 among its holdings.

22 funds tracked by Wall St. Rank hold IONR as of Q1 2026.

  • Integrated Wealth Concepts held 188,560 shares of Ioneer worth $802K as of Q1 2026.
  • Ioneer was a new Integrated Wealth Concepts position in Q1 2026.
  • Ioneer made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1247 holding.
  • 22 funds tracked by Wall St. Rank held Ioneer as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.