LPL Financial
IE icon

LPL Financial’s Ivanhoe Electric IE Stock Holding History

LPL Financial’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
Q2 		$749K Sell
77,986
-1,281
-2% -$16.2K ﹤0.01% 4668
2026
Q1 		$937K Sell
79,267
-85,988
-52% -$1.35M ﹤0.01% 4247
2025
Q4 		$2.64M Buy
165,255
+16,882
+11% +$242K ﹤0.01% 3134
2025
Q3 		$1.86M Buy
148,373
+107,840
+266% +$1.07M ﹤0.01% 3387
2025
Q2 		$368K Sell
40,533
-21,700
-35% -$151K ﹤0.01% 4622
2025
Q1 		$362K Sell
62,233
-32,500
-34% -$206K ﹤0.01% 4450
2024
Q4 		$715K Sell
94,733
-8,567
-8% -$79.2K ﹤0.01% 3772
2024
Q3 		$874K Buy
103,300
+17,400
+20% +$146K ﹤0.01% 3516
2024
Q2 		$806K Buy
85,900
+42,200
+97% +$449K ﹤0.01% 3459
2024
Q1 		$428K Buy
43,700
+4,000
+10% +$34.5K ﹤0.01% 3905
2023
Q4 		$400K Buy
+39,700
New +$420K ﹤0.01% 3842

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

LPL Financial's IE Position: Q2 2026 in Review

LPL Financial reduced its Ivanhoe Electric (IE) stake by 1.6% in Q2 2026, selling an estimated $16.2K and leaving 77,986 shares worth $749K. The position accounts for ﹤0.01% of the portfolio, ranked #4668.

LPL Financial first reported a position in IE in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.64M in Q4 2025. 201 funds tracked by Wall St. Rank hold IE as of Q2 2026.

  • LPL Financial held 77,986 shares of Ivanhoe Electric worth $749K as of Q2 2026.
  • LPL Financial sold 1,281 Ivanhoe Electric shares in Q2 2026, an estimated $16.2K.
  • Ivanhoe Electric made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4668 holding.
  • LPL Financial first reported a position in Ivanhoe Electric in Q4 2023 and has held it in 11 quarters since.
  • LPL Financial's Ivanhoe Electric position peaked at $2.64M in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Ivanhoe Electric as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.