Iluka Res. (ILU) is held by 26 ASX ETFs. Over the last year it fell 19.7%: on $10,000, −$1972. We explain 14 big moves in that time.
About ILU
- SectorMaterials
- IndustryMaterials
- Size$2.5b
- Held by26 ETFs
- Big moves14 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
- −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.
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 fall 6.1% on 23 Mar 2026?
Iluka Res.
Likely unrelated to the provided news; the stock moved down amid a broader sector downturn in rare earths/mining.
The only news articles around the date are generic ASX rare earths commentary and not directly about Iluka. The articles highlight positive sentiment in the sector, which does not explain a 6% drop for Iluka. Without company-specific news, the move is likely due to broader sector or macro factors not captured in the provided articles.
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 ILU
On $10,000 in each fund, at the weight it holds today
- RESM4.23% of the fund−$26
- XMET1.72% of the fund−$10
- SSO0.90% of the fund−$5
- ISO0.88% of the fund−$5
- MVR0.81% of the fund−$5
- VSO0.52% of the fund−$3
- 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.