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Iperionx Ltd Sponsored shares owned by UMA Financial Services

Quarter-by-quarter ownership of Iperionx Ltd Sponsored (IPX) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Iperionx Ltd Sponsored

Tip: Access up to 7 years of quarterly data

All positions including Iperionx Ltd Sponsored held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Iperionx Ltd Sponsored by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $455 27 16.85

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for UMA Financial Services

Top funds holding Iperionx Ltd Sponsored

Van Eck Associates Corp.
Woodline Partners
Millennium Management
Stifel Financial
Old West Investment Management
FMR
Jane Street
UBS Group
Tudor Investment Corporation
Point72 Asset Management
Bank Of Montreal
BlackRock
Bank of America Corporation
Envestnet Asset Management
Citadel Advisors

View all funds holding Iperionx Ltd Sponsored