Baron Wealth Management’s IBEX IBEX Stock Holding History

Baron Wealth Management’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	–	Sell	-5,460	Closed	-$208K	–	287
2025 Q4	$208K	Buy	5,460 +312	+6%	+$11.5K	0.06%	236
2025 Q3	$209K	Buy	+5,148	New	+$164K	0.07%	218

Other funds holding IBEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Baron Wealth Management's IBEX Position: Q1 2026 in Review

Baron Wealth Management sold out of IBEX (IBEX) in Q1 2026, closing a stake of 5,460 shares — an estimated $208K sold.

Baron Wealth Management first reported a position in IBEX in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q3 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

Baron Wealth Management reported no remaining IBEX position as of Q1 2026 after selling out during the quarter.
Baron Wealth Management sold 5,460 IBEX shares in Q1 2026, an estimated $208K.
Baron Wealth Management first reported a position in IBEX in Q3 2025 and held it in 2 quarters.
Baron Wealth Management's IBEX position peaked at $209K in Q3 2025.
167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on Baron Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.