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 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%	+$5.63K	﹤0.01%	3694
2023 Q2	$23.5K	Buy	+3,260	New	+$22.2K	﹤0.01%	3790

Other funds holding IPX

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

RhumbLine Advisers's IPX Position: Q2 2026 in Review

RhumbLine Advisers reduced its IperionX (IPX) stake by 1.2% in Q2 2026, selling an estimated $1.53K and leaving 3,746 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3494.

RhumbLine Advisers first reported a position in IPX in Q2 2023 and has held it in 13 quarters since. The position peaked at $165K in Q3 2025. 32 funds tracked by Wall St. Rank hold IPX as of Q2 2026.

RhumbLine Advisers held 3,746 shares of IperionX worth $111K as of Q2 2026.
RhumbLine Advisers sold 45 IperionX shares in Q2 2026, an estimated $1.53K.
IperionX made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #3494 holding.
RhumbLine Advisers first reported a position in IperionX in Q2 2023 and has held it in 13 quarters since.
RhumbLine Advisers's IperionX position peaked at $165K in Q3 2025.
32 funds tracked by Wall St. Rank held IperionX as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.