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Clearstead Advisors’s IBEX IBEX Stock Holding History

Clearstead 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 		$4.13K Buy
+136
New +$4.05K ﹤0.01% 2246
2026
Q1 		– Sell
-2,635
Closed -$101K – 2533
2025
Q4 		$101K Buy
2,635
+1,618
+159% +$59.8K ﹤0.01% 1130
2025
Q3 		$41.2K Buy
1,017
+76
+8% +$2.42K ﹤0.01% 1338
2025
Q2 		$27.4K Buy
+941
New +$25.2K ﹤0.01% 1498

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

Clearstead Advisors's IBEX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in IBEX (IBEX) in Q2 2026: 136 shares worth $4.13K. The stake represents ﹤0.01% of the portfolio and ranks #2246 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in IBEX as recently as Q4 2025.

Clearstead Advisors first reported a position in IBEX in Q2 2025 and has held it in 4 quarters since. The position peaked at $101K in Q4 2025. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Clearstead Advisors held 136 shares of IBEX worth $4.13K as of Q2 2026.
  • IBEX was a new Clearstead Advisors position in Q2 2026.
  • IBEX made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2246 holding.
  • Clearstead Advisors first reported a position in IBEX in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's IBEX position peaked at $101K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.