Osaic Holdings’s Ioneer IONR Stock Holding History

Osaic Holdings’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	$1.28K	Hold	300	–	–	﹤0.01%	7183
2025 Q4	$1.44K	Sell	300 -100	-25%	-$490	﹤0.01%	7177
2025 Q3	$1.26K	Sell	400 -300	-43%	-$1K	﹤0.01%	7278
2025 Q2	$1.83K	Hold	700	–	–	﹤0.01%	6966
2025 Q1	$2.74K	Hold	700	–	–	﹤0.01%	6474
2024 Q4	$2.79K	Hold	700	–	–	﹤0.01%	6472
2024 Q3	$4.66K	Hold	700	–	–	﹤0.01%	6236
2024 Q2	$2.81K	Hold	700	–	–	﹤0.01%	6461
2024 Q1	$3.01K	Hold	700	–	–	﹤0.01%	6309
2023 Q4	$2.81K	Sell	700 -1,200	-63%	-$5.12K	﹤0.01%	6401
2023 Q3	$11.2K	Buy	1,900 +750	+65%	+$5.5K	﹤0.01%	5859
2023 Q2	$10.5K	Sell	1,150 -6,010	-84%	-$53.9K	﹤0.01%	5928
2023 Q1	$56.8K	Sell	7,160 -1,950	-21%	-$21K	﹤0.01%	4860
2022 Q4	$99K	Buy	9,110 +1,955	+27%	+$28.3K	﹤0.01%	4444
2022 Q3	$115K	Buy	+7,155	New	+$121K	﹤0.01%	4250

Other funds holding IONR

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings's IONR Position: Q1 2026 in Review

Osaic Holdings held its Ioneer (IONR) position steady in Q1 2026 at 300 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #7183.

Osaic Holdings first reported a position in IONR in Q3 2022 and has held it in 15 quarters since. The position peaked at $115K in Q3 2022. 22 funds tracked by Wall St. Rank hold IONR as of Q1 2026.

Osaic Holdings held 300 shares of Ioneer worth $1.28K as of Q1 2026.
Osaic Holdings left its Ioneer share count unchanged in Q1 2026.
Ioneer made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7183 holding.
Osaic Holdings first reported a position in Ioneer in Q3 2022 and has held it in 15 quarters since.
Osaic Holdings's Ioneer position peaked at $115K in Q3 2022.
22 funds tracked by Wall St. Rank held Ioneer as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.