Jones Financial Companies
IONR

Jones Financial Companies’s Ioneer IONR Stock Holding History

Jones Financial Companies’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 		$1.51K Hold
423
– – ﹤0.01% 4230
2025
Q4 		$2.03K Buy
423
+367
+655% +$1.8K ﹤0.01% 3816
2025
Q3 		$274 Hold
56
– – ﹤0.01% 4101
2025
Q2 		$147 Hold
56
– – ﹤0.01% 3931
2025
Q1 		$222 Hold
56
– – ﹤0.01% 3585
2024
Q4 		$223 Hold
56
– – ﹤0.01% 3302
2024
Q3 		$366 Buy
+56
New +$228 ﹤0.01% 2913

Other funds holding IONR

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Jones Financial Companies's IONR Position: Q1 2026 in Review

Jones Financial Companies held its Ioneer (IONR) position steady in Q1 2026 at 423 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #4230.

Jones Financial Companies first reported a position in IONR in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.03K in Q4 2025. 22 funds tracked by Wall St. Rank hold IONR as of Q1 2026.

  • Jones Financial Companies held 423 shares of Ioneer worth $1.51K as of Q1 2026.
  • Jones Financial Companies left its Ioneer share count unchanged in Q1 2026.
  • Ioneer made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4230 holding.
  • Jones Financial Companies first reported a position in Ioneer in Q3 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Ioneer position peaked at $2.03K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Ioneer as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.