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 Q2	$1.3K	Hold	300	–	–	﹤0.01%	7409
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 $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

GWM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Osaic Holdings's IONR Position: Q2 2026 in Review

Osaic Holdings held its Ioneer (IONR) position steady in Q2 2026 at 300 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7409.

Osaic Holdings first reported a position in IONR in Q3 2022 and has held it in 16 quarters since. The position peaked at $115K in Q3 2022. 33 funds tracked by Wall St. Rank hold IONR as of Q2 2026.

Osaic Holdings held 300 shares of Ioneer worth $1.3K as of Q2 2026.
Osaic Holdings left its Ioneer share count unchanged in Q2 2026.
Ioneer made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7409 holding.
Osaic Holdings first reported a position in Ioneer in Q3 2022 and has held it in 16 quarters since.
Osaic Holdings's Ioneer position peaked at $115K in Q3 2022.
33 funds tracked by Wall St. Rank held Ioneer as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.