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Strategic Wealth Partners’s Ivanhoe Electric IE Stock Holding History

Strategic Wealth Partners’s Portfolio IE Stock Details IE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,000
Closed -$160K – 1514
2025
Q4 		$160K Buy
10,000
+1,600
+19% +$22.9K 0.01% 344
2025
Q3 		$105K Buy
+8,400
New +$83K 0.01% 428

Other funds holding IE

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T. Rowe Price Associates
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Strategic Wealth Partners's IE Position: Q2 2026 in Review

Strategic Wealth Partners increased its Ivanhoe Electric (IE) stake by 72% in Q2 2026, buying an estimated $19.3K and bringing the position to 3,665 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Strategic Wealth Partners first reported a position in IE in Q3 2025 and has held it in 4 quarters since. The position peaked at $65.2K in Q4 2025. 201 funds tracked by Wall St. Rank hold IE as of Q2 2026.

  • Strategic Wealth Partners held 3,665 shares of Ivanhoe Electric worth $35.2K as of Q2 2026.
  • Strategic Wealth Partners bought 1,530 Ivanhoe Electric shares in Q2 2026, an estimated $19.3K.
  • Ivanhoe Electric made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #612 holding.
  • Strategic Wealth Partners first reported a position in Ivanhoe Electric in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Ivanhoe Electric position peaked at $65.2K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Ivanhoe Electric as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.