C
IBEX icon

Covestor’s IBEX IBEX Stock Holding History

Covestor’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 		$0 Sell
17
-1
-6% -$32 ﹤0.01% 2506
2025
Q4 		$1K Sell
18
-20
-53% -$740 ﹤0.01% 2076
2025
Q3 		$2K Sell
38
-10
-21% -$318 ﹤0.01% 1951
2025
Q2 		$1K Sell
48
-18
-27% -$481 ﹤0.01% 2014
2025
Q1 		$2K Sell
66
-25
-27% -$599 ﹤0.01% 1849
2024
Q4 		$2K Sell
91
-4
-4% -$79 ﹤0.01% 1887
2024
Q3 		$2K Sell
95
-31
-25% -$533 ﹤0.01% 1825
2024
Q2 		$2K Buy
126
+1
+0.8% +$15 ﹤0.01% 1856
2024
Q1 		$2K Buy
125
+53
+74% +$868 ﹤0.01% 1852
2023
Q4 		$1K Buy
72
+30
+71% +$521 ﹤0.01% 1981
2023
Q3 		$1K Buy
42
+26
+163% +$486 ﹤0.01% 1944
2023
Q2 		$0 Sell
16
-22
-58% -$470 ﹤0.01% 2371
2023
Q1 		$1K Sell
38
-34
-47% -$909 ﹤0.01% 1858
2022
Q4 		$2K Buy
72
+65
+929% +$1.47K ﹤0.01% 1779
2022
Q3 		$0 Buy
+7
New +$123 ﹤0.01% 2266

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