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Basecamp Wealth Advisors’s IBEX IBEX Stock Holding History

Basecamp Wealth Advisors’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
Q2 		$850 Sell
28
-4
-13% -$119 ﹤0.01% 1551
2026
Q1 		$858 Buy
+32
New +$1.03K ﹤0.01% 1599

Other funds holding IBEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Basecamp Wealth Advisors's IBEX Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its IBEX (IBEX) stake by 13% in Q2 2026, selling an estimated $119 and leaving 28 shares worth $850. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Basecamp Wealth Advisors first reported a position in IBEX in Q1 2026 and has held it in 2 quarters since. The position peaked at $858 in Q1 2026. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Basecamp Wealth Advisors held 28 shares of IBEX worth $850 as of Q2 2026.
  • Basecamp Wealth Advisors sold 4 IBEX shares in Q2 2026, an estimated $119.
  • IBEX made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1551 holding.
  • Basecamp Wealth Advisors first reported a position in IBEX in Q1 2026 and has held it in 2 quarters since.
  • Basecamp Wealth Advisors's IBEX position peaked at $858 in Q1 2026.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.