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
Q2 		$1K Buy
35
+18
+106% +$536 ﹤0.01% 2194
2026
Q1 		$0 Sell
17
-1
-6% -$32 ﹤0.01% 2497
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% 2357
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% 2258

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

Covestor's IBEX Position: Q2 2026 in Review

Covestor increased its IBEX (IBEX) stake by 106% in Q2 2026, buying an estimated $536 and bringing the position to 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Covestor first reported a position in IBEX in Q3 2022 and has held it in 16 quarters since. The position peaked at $2K in Q3 2025. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Covestor held 35 shares of IBEX worth $1K as of Q2 2026.
  • Covestor bought 18 IBEX shares in Q2 2026, an estimated $536.
  • IBEX made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2194 holding.
  • Covestor first reported a position in IBEX in Q3 2022 and has held it in 16 quarters since.
  • Covestor's IBEX position peaked at $2K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.