Mercer Global Advisors
IPX

Mercer Global Advisors’s IperionX IPX Stock Holding History

Mercer Global Advisors’s Portfolio IPX Stock Details IPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.4K Buy
+2,336
New +$79.6K ﹤0.01% 4106
2025
Q1 		– Sell
-17,500
Closed -$602K – 2211
2024
Q4 		$602K Buy
+17,500
New +$456K ﹤0.01% 1343

Other funds holding IPX

Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Mercer Global Advisors's IPX Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in IperionX (IPX) in Q2 2026: 2,336 shares worth $69.4K. The stake represents ﹤0.01% of the portfolio and ranks #4106 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in IPX as recently as Q4 2024.

Mercer Global Advisors first reported a position in IPX in Q4 2024 and has held it in 2 quarters since. The position peaked at $602K in Q4 2024. 33 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

  • Mercer Global Advisors held 2,336 shares of IperionX worth $69.4K as of Q2 2026.
  • IperionX was a new Mercer Global Advisors position in Q2 2026.
  • IperionX made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #4106 holding.
  • Mercer Global Advisors first reported a position in IperionX in Q4 2024 and has held it in 2 quarters since.
  • Mercer Global Advisors's IperionX position peaked at $602K in Q4 2024.
  • 33 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.