I don't believe ARI fell 4% on concerns over the Ukraine-Russia crisis. The wider market was flat for the day. However AGO, RIO, FMG all fell.
Iron Ore prices fell over 2% on Friday which I think was the main driver for ARI SP.
http://in.reuters.com/article/2014/07/18/markets-ironore-idINL4N0PT0QB20140718