IGO (IGO) is held by 26 ASX ETFs. Over the last year it rose 23.5%: on $10,000, +$2346. We explain 9 big moves in that time.
About IGO
- SectorMaterials
- IndustryMaterials
- Size$4.8b
- Held by26 ETFs
- Big moves9 in 1Y
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- +5.5%24 Jun 2026· Sector Flow
IGO's stock rose 5.45% amid a broader lithium sector rebound and battery metals sentiment improvement, with positive peer movements.
- +7.5%22 May 2026· Sector Flow
IGO shares rose 7.46% on 21 May 2026, likely driven by a broad lithium sector rally and strong performance among ASX 200 stocks.
- −17.9%24 Apr 2026· Guidance Down
IGO significantly cut its Greenbushes guidance, which overshadowed otherwise strong quarterly cash flow and EBITDA results, leading to a sharp decline in the share price.
- +6.0%17 Apr 2026· Sector Flow
A broad surge in ASX lithium shares, fueled by an oil shock and Middle East crisis highlighting EV appeal, lifted IGO's stock price.
- −5.8%29 Jan 2026· Operational
IGO Limited shares fell sharply on January 28, 2026, due to operational issues at its refinery, which likely raised concerns about production and costs.
- +11.5%17 Dec 2025· Commodity
Lithium markets rallied as China revoked more mining permits, boosting IGO's commodity-linked valuation.
- −6.5%21 Nov 2025· Operational
IGO announced it sees no path forward for its Kwinana lithium refinery, leading to a significant share price decline.
- +15.3%13 Nov 2025· Commodity
IGO rose sharply with the broader lithium sector on surging spodumene prices and booming battery demand.
- +8.0%24 Oct 2025· Commodity
Lithium sector stocks, including IGO, surged on commodity price recovery.
Held by 26 ETFs
Of every $10,000 in each fund, how much is in IGO today.
- XMETBetaShares Energy Transition Metals ETF$2572.57%
- MVEVanEck S&P/ASX MidCap ETF$1421.42%
- MVRVanEck Australian Resources ETF$1141.14%
- VSOVanguard MSCI Australian Small Companies Index ETF$1011.01%
- GMTLGlobal X Green Metal Miners ETF$690.69%
- MTUMBetaShares Australian Momentum ETF$610.61%
- GRNVVanEck MSCI Australian Sustainable Equity ETF$600.60%
- OZRSTATE STREET SPDR S&P/ASX 200 RESOURCES ETF$580.58%
- QREBetaShares Australian Resources Sector ETF$570.57%
- VETHVanguard Ethically Conscious Australian Shares ETF$490.49%
Why did IGO fall 5.8% on 29 Jan 2026?
IGO
IGO Limited shares fell sharply on January 28, 2026, due to operational issues at its refinery, which likely raised concerns about production and costs.
The only directly relevant headline around the event date is 'Refinery woes bite IGO' (published Jan 29, 2026), which indicates a specific operational setback. While no other articles directly mention the stock's drop, the directional magnitude and timing align with this operational issue. The lack of broader market or sector-specific negative news on that date increases confidence that this was the primary driver.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
Evidence
News coverage
What it did to the 26 ETFs holding IGO
On $10,000 in each fund, at the weight it holds today
- XMET2.57% of the fund−$15
- MVE1.42% of the fund−$8
- MVR1.14% of the fund−$7
- VSO1.01% of the fund−$6
- GMTL0.69% of the fund−$4
- MTUM0.61% of the fund−$4
- GRNV0.60% of the fund−$3
- OZR0.58% of the fund−$3
- QRE0.57% of the fund−$3
- VETH0.49% of the fund−$3
The 10 that hold it most. All 26 are listed on the page under Held by.