Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s IBEX IBEX Stock Holding History

Carson Wealth (CWM LLC)’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 		$221K Buy
8,254
+1,706
+26% +$55.2K ﹤0.01% 2655
2025
Q4 		$250K Sell
6,548
-341
-5% -$12.6K ﹤0.01% 2383
2025
Q3 		$279K Buy
6,889
+2,516
+58% +$79.9K ﹤0.01% 2191
2025
Q2 		$127K Buy
4,373
+1,520
+53% +$40.7K ﹤0.01% 2519
2025
Q1 		$69K Buy
2,853
+2,274
+393% +$54.5K ﹤0.01% 2711
2024
Q4 		$12K Buy
579
+304
+111% +$5.97K ﹤0.01% 3761
2024
Q3 		$5K Buy
275
+121
+79% +$2.08K ﹤0.01% 4102
2024
Q2 		$2K Buy
+154
New +$2.27K ﹤0.01% 4216
2024
Q1 		– Sell
-296
Closed -$6K – 4503
2023
Q4 		$6K Hold
296
– – ﹤0.01% 3432
2023
Q3 		$5K Buy
+296
New +$5.54K ﹤0.01% 3462

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IBEX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its IBEX (IBEX) stake by 26% in Q1 2026, buying an estimated $55.2K and bringing the position to 8,254 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

Carson Wealth (CWM LLC) first reported a position in IBEX in Q3 2023 and has held it in 10 quarters since. The position peaked at $279K in Q3 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,254 shares of IBEX worth $221K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,706 IBEX shares in Q1 2026, an estimated $55.2K.
  • IBEX made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2655 holding.
  • Carson Wealth (CWM LLC) first reported a position in IBEX in Q3 2023 and has held it in 10 quarters since.
  • Carson Wealth (CWM LLC)'s IBEX position peaked at $279K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.