LPL Financial’s Ioneer IONR Stock Holding History

LPL Financial’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
2025 Q4	–	Sell	-11,190	Closed	-$50K	–	5965
2025 Q3	$50K	Buy	+11,190	New	+$37.5K	﹤0.01%	5631

Other funds holding IONR

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

LPL Financial's IONR Position: Q4 2025 in Review

LPL Financial sold out of Ioneer (IONR) in Q4 2025, closing a stake of 11,190 shares — an estimated $50K sold.

LPL Financial first reported a position in IONR in Q3 2025 and held it in 1 quarter. The position peaked at $50K in Q3 2025. 23 funds tracked by Wall St. Rank hold IONR as of Q4 2025.

LPL Financial reported no remaining Ioneer position as of Q4 2025 after selling out during the quarter.
LPL Financial sold 11,190 Ioneer shares in Q4 2025, an estimated $50K.
LPL Financial first reported a position in Ioneer in Q3 2025 and held it in 1 quarter.
LPL Financial's Ioneer position peaked at $50K in Q3 2025.
23 funds tracked by Wall St. Rank held Ioneer as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.