Iluka Res. (ILU) is held by 26 ASX ETFs. Over the last 6 months it fell 15.6%: on $10,000, −$1556. We explain 1 big move in that time.
About ILU
- SectorMaterials
- IndustryMaterials
- Size$2.5b
- Held by26 ETFs
- Big moves1 in 6M
Each dot is a move we explain. Tap one, or a row of Why it moved, to see what caused it.
Why it moved
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 10.8% on 23 Jun 2026?
Iluka Res.
Iluka Resources' announced rare earths offtake deal with a global automaker, though significant, disappointed investors relative to expectations, prompting a sharp sell-off.
Multiple news articles from the event date explicitly link a rare earths offtake deal announcement to a 10%+ decline in ILU shares, with one headline noting the deal 'Leaves Investors Wanting More.' The stock was an 'ASX 200 Laggard' on the news day despite the contract securing a US$155 million floor, indicating the market expected more favorable terms or scale. This is a direct company announcement affecting the stock's valuation, clearly outweighing other macro or sector factors.
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−$46
- XMET1.72% of the fund−$19
- SSO0.90% of the fund−$10
- ISO0.88% of the fund−$10
- MVR0.81% of the fund−$9
- VSO0.52% of the fund−$6
- GRNV0.36% of the fund−$4
- OZR0.33% of the fund−$4
- QRE0.33% of the fund−$4
- EX200.27% of the fund−$3
The 10 that hold it most. All 26 are listed on the page under Held by.