Iluka Res. (ILU) is held by 26 ASX ETFs. Over all time it fell 15.7%: on $10,000, −$1568. We explain 28 big moves in that time.
About ILU
- SectorMaterials
- IndustryMaterials
- Size$2.5b
- Held by26 ETFs
- Big moves28 in all time
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
- −10.8%23 Jun 2026· Contract
Iluka Resources' announced rare earths offtake deal with a global automaker, though significant, disappointed investors relative to expectations, prompting a sharp sell-off.
- −6.1%23 Mar 2026· Sector Flow
Likely unrelated to the provided news; the stock moved down amid a broader sector downturn in rare earths/mining.
- +9.4%11 Mar 2026· Operational
Iluka's stock surged 9.4% due to a zircon market recovery and the production ramp-up at its Balranald mine.
- +9.0%27 Feb 2026· Sector Flow
Likely driven by strong sector momentum in rare earths and a record ASX 200 close, lifting investor sentiment across the market.
- +7.7%25 Feb 2026· Unknown
The news articles do not provide any specific information about ILUKA RESOURCES LIMITED's price move on 2026-02-24; the coverage is general market commentary.
- +7.9%24 Feb 2026· Unknown
No specific cause identified from available news articles; likely broad market rally or unrelated sector flow.
- −14.1%29 Jan 2026· Operational
Iluka Resources issued a hefty impairment warning and fourth-quarter update, leading to a sharp share price decline.
- +6.2%13 Jan 2026· Sector Flow
A sector-wide rally in resources stocks, driven by Australia's regulatory move to lock away critical minerals like antimony, gallium and rare earths, lifted Iluka Resources' share price.
- −11.5%21 Nov 2025· Sector Flow
Iluka's stock fell despite a broad mining rally, likely due to sector rotation out of rare earths or stock-specific selling.
- +6.8%20 Nov 2025· Sector Flow
Iluka rose as part of a broad sector rotation into lithium, uranium, and rare earths stocks, likely fueled by the Nvidia-led tech and mining rally on the ASX.
- −6.9%27 Oct 2025· Sector Flow
Iluka Resources fell as ASX rare earths stocks tumbled following reports China was expected to delay export controls on rare earths.
- −6.7%20 Oct 2025· Guidance Down
Iluka Resources issued a negative synthetic rutile sales outlook announcement on 17 Oct 2025, coinciding with a broader sector selloff in critical minerals stocks.
- −10.6%16 Oct 2025· Sector Flow
Iluka shares fell sharply amid a broader sell-off in rare earth and mining stocks, likely triggered by negative sector sentiment and a downgrade in synthetic rutile sales outlook.
- +15.8%14 Oct 2025· Commodity
Iluka and rare earth stocks surged due to strong sector-wide momentum from rising rare earth prices and investor enthusiasm.
- −14.2%10 Sep 2025· Operational
Possible job losses at Iluka's operations due to uncertain market conditions or project changes.
- −7.0%20 Aug 2025· Regulatory
Rare earths price floor commentary likely triggered negative market reaction due to concerns over government intervention and potential margin impacts.
- +8.6%5 Aug 2025· Contract
Iluka Resources rose sharply as rare earth stocks surged on news of its African rare earths import deal for its WA refinery and an offtake agreement with Lindian Resources.
- +22.9%11 Jul 2025· Sector Flow
Australian rare earth stocks, including Iluka Resources, soared following the announcement of a multi-billion dollar US government deal with MP Materials, which highlighted the strategic importance of critical minerals and boosted the entire sector.
- +6.9%26 Jun 2025· Unknown
No direct news or announcement available to explain the price move.
- +7.1%5 Jun 2025· Unknown
No news articles were found to explain the price movement; the cause is unknown.
- −6.3%19 May 2025· Unknown
No specific company news explains the move; likely due to sector or macro factors.
- +8.9%10 Apr 2025· Sector Flow
Likely a sector-wide rally in technology metals and critical minerals stocks amid escalating U.S.-China trade war and accelerated critical mineral strategies.
- −10.0%9 Apr 2025· Macro
The stock fell sharply amid escalating U.S.-China trade war concerns affecting critical mineral markets, but no company-specific news was available.
- −6.5%23 Jan 2025· Unknown
Insufficient evidence to determine the cause of the price decline.
- −7.0%22 Jan 2025· Unknown
No specific news found to explain the sharp price decline.
- +6.0%10 Dec 2024· Regulatory
Stock rose on news that taxpayers made a $1.65b bet on rare earths, suggesting a government-backed investment or incentive.
- −10.0%6 Dec 2024· Regulatory
Shares fell sharply despite government loan news, likely due to dilution concerns or market skepticism over the large taxpayer-backed rare earths bet.
- −7.9%11 Nov 2024· Unknown
No specific news or event was found to explain the price decline.
Held by 26 ETFs
Of every $10,000 in each fund, how much is in ILU today.
- RESMVANECK RARE EARTH AND STRATEGIC METALS X CHINA ETF$4234.23%
- XMETBetaShares Energy Transition Metals ETF$1721.72%
- SSOSTATE STREET SPDR S&P/ASX SMALL ORDINARIES ETF$900.90%
- ISOiShares S&P/ASX Small Ordinaries ETF$880.88%
- MVRVanEck Australian Resources ETF$810.81%
- VSOVanguard MSCI Australian Small Companies Index ETF$520.52%
- GRNVVanEck MSCI Australian Sustainable Equity ETF$360.36%
- OZRSTATE STREET SPDR S&P/ASX 200 RESOURCES ETF$330.33%
- QREBetaShares Australian Resources Sector ETF$330.33%
- EX20BetaShares Australian Ex-20 Portfolio Diversifier ETF$270.27%
Why did ILU rise 6.9% on 26 Jun 2025?
Iluka Res.
No direct news or announcement available to explain the price move.
Despite an unusually large positive price move on the date, no news articles or announcements were provided to link the move to a specific catalyst. The price increase may be driven by unlisted company-specific news, broader sector flow, or commodity price changes, but the absence of evidence makes the driver uncertain.
General information only, not personal advice — prepared without regard to your objectives, financial situation or needs. Past performance is not indicative of future performance.
No evidence layer produced anything for this event.
What it did to the 26 ETFs holding ILU
On $10,000 in each fund, at the weight it holds today
- RESM4.23% of the fund+$29
- XMET1.72% of the fund+$12
- SSO0.90% of the fund+$6
- ISO0.88% of the fund+$6
- MVR0.81% of the fund+$6
- VSO0.52% of the fund+$4
- GRNV0.36% of the fund+$2
- OZR0.33% of the fund+$2
- QRE0.33% of the fund+$2
- EX200.27% of the fund+$2
The 10 that hold it most. All 26 are listed on the page under Held by.