AG
IBEX icon

Algert Global’s IBEX IBEX Stock Holding History

Algert Global’s Portfolio IBEX Stock Details IBEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$298K Buy
11,110
+4,990
+82% +$161K ﹤0.01% 1023
2025
Q4 		$234K Sell
6,120
-3,280
-35% -$121K ﹤0.01% 1039
2025
Q3 		$381K Sell
9,400
-3,503
-27% -$111K 0.01% 959
2025
Q2 		$375K Sell
12,903
-10,480
-45% -$280K 0.01% 992
2025
Q1 		$569K Buy
23,383
+11,933
+104% +$286K 0.01% 880
2024
Q4 		$246K Buy
+11,450
New +$225K 0.01% 1036
2023
Q3 		– Sell
-19,890
Closed -$422K – 1170
2023
Q2 		$422K Buy
19,890
+4,440
+29% +$94.9K 0.02% 843
2023
Q1 		$377K Buy
+15,450
New +$413K 0.02% 892

Other funds holding IBEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return