RhumbLine Advisers
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RhumbLine Advisers’s IperionX IPX Stock Holding History

RhumbLine Advisers’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
Q3 		$58.5K Sell
3,477
-269
-7% -$6.01K ﹤0.01% 3620
2026
Q2 		$111K Sell
3,746
-45
-1% -$1.53K ﹤0.01% 3494
2026
Q1 		$98.7K Buy
3,791
+2
+0.1% +$85 ﹤0.01% 3413
2025
Q4 		$137K Buy
3,789
+444
+13% +$18.2K ﹤0.01% 3341
2025
Q3 		$165K Sell
3,345
-1,156
-26% -$46.9K ﹤0.01% 3324
2025
Q2 		$142K Buy
4,501
+258
+6% +$5.82K ﹤0.01% 3405
2025
Q1 		$76.3K Buy
4,243
+260
+7% +$6.5K ﹤0.01% 3471
2024
Q4 		$137K Sell
3,983
-75
-2% -$1.95K ﹤0.01% 3371
2024
Q3 		$90.2K Sell
4,058
-72
-2% -$1.18K ﹤0.01% 3528
2024
Q2 		$57.5K Sell
4,130
-296
-7% -$4.23K ﹤0.01% 3650
2024
Q1 		$65.9K Buy
4,426
+466
+12% +$6.02K ﹤0.01% 3560
2023
Q4 		$37K Sell
3,960
-10
-0.3% -$90 ﹤0.01% 3686
2023
Q3 		$38.1K Buy
3,970
+710
+22% +$5.64K ﹤0.01% 3694
2023
Q2 		$23.5K Buy
+3,260
New +$22.2K ﹤0.01% 3790

Other funds holding IPX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Legacy Capital Group California
Legacy Capital Group California Los Gatos, California $335M AUM 33.2% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

RhumbLine Advisers's IPX Position: Q3 2026 in Review

RhumbLine Advisers reduced its IperionX (IPX) stake by 7.2% in Q3 2026, selling an estimated $6.01K and leaving 3,477 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

RhumbLine Advisers first reported a position in IPX in Q2 2023 and has held it in 14 quarters since. The position peaked at $165K in Q3 2025. 25 funds tracked by Wall St. Rank hold IPX as of Q3 2026.

  • RhumbLine Advisers held 3,477 shares of IperionX worth $58.5K as of Q3 2026.
  • RhumbLine Advisers sold 269 IperionX shares in Q3 2026, an estimated $6.01K.
  • IperionX made up ﹤0.01% of RhumbLine Advisers's portfolio in Q3 2026, its #3620 holding.
  • RhumbLine Advisers first reported a position in IperionX in Q2 2023 and has held it in 14 quarters since.
  • RhumbLine Advisers's IperionX position peaked at $165K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held IperionX as of Q3 2026.

Based on RhumbLine Advisers's 13F filing for Q3 2026, filed 10 Nov 2026.