UBS Group
IONR

UBS Group’s Ioneer IONR Stock Holding History

UBS Group’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 		$80.6K Sell
18,606
-91,002
-83% -$368K ﹤0.01% 7307
2026
Q1 		$466K Buy
109,608
+107,458
+4,998% +$480K ﹤0.01% 6129
2025
Q4 		$10.3K Buy
2,150
+1,907
+785% +$9.35K ﹤0.01% 8229
2025
Q3 		$1.09K Sell
243
-704
-74% -$2.36K ﹤0.01% 9439
2025
Q2 		$2.47K Sell
947
-17,499
-95% -$59.2K ﹤0.01% 9460
2025
Q1 		$72.1K Buy
18,446
+18,418
+65,779% +$77.8K ﹤0.01% 7307
2024
Q4 		$112 Sell
28
-1,355
-98% -$7.77K ﹤0.01% 9638
2024
Q3 		$9.2K Buy
+1,383
New +$5.62K ﹤0.01% 7796
2023
Q4 		– Sell
-130
Closed -$770 – 9588
2023
Q3 		$770 Buy
+130
New +$953 ﹤0.01% 8289

Other funds holding IONR

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

UBS Group's IONR Position: Q2 2026 in Review

UBS Group reduced its Ioneer (IONR) stake by 83% in Q2 2026, selling an estimated $368K and leaving 18,606 shares worth $80.6K. The position accounts for ﹤0.01% of the portfolio, ranked #7307.

UBS Group first reported a position in IONR in Q3 2023 and has held it in 9 quarters since. The position peaked at $466K in Q1 2026. 33 funds tracked by Wall St. Rank hold IONR as of Q2 2026.

  • UBS Group held 18,606 shares of Ioneer worth $80.6K as of Q2 2026.
  • UBS Group sold 91,002 Ioneer shares in Q2 2026, an estimated $368K.
  • Ioneer made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7307 holding.
  • UBS Group first reported a position in Ioneer in Q3 2023 and has held it in 9 quarters since.
  • UBS Group's Ioneer position peaked at $466K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Ioneer as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.