Creative Planning
IBEX icon

Creative Planning’s IBEX IBEX Stock Holding History

Creative Planning’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 		$1.33M Buy
43,766
+26,015
+147% +$775K ﹤0.01% 2414
2026
Q1 		$476K Buy
17,751
+5,616
+46% +$182K ﹤0.01% 3065
2025
Q4 		$463K Buy
12,135
+3,296
+37% +$122K ﹤0.01% 2914
2025
Q3 		$358K Buy
+8,839
New +$281K ﹤0.01% 3009

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

Creative Planning's IBEX Position: Q2 2026 in Review

Creative Planning increased its IBEX (IBEX) stake by 147% in Q2 2026, buying an estimated $775K and bringing the position to 43,766 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2414.

Creative Planning first reported a position in IBEX in Q3 2025 and has held it in 4 quarters since. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Creative Planning held 43,766 shares of IBEX worth $1.33M as of Q2 2026.
  • Creative Planning bought 26,015 IBEX shares in Q2 2026, an estimated $775K.
  • IBEX made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2414 holding.
  • Creative Planning first reported a position in IBEX in Q3 2025 and has held it in 4 quarters since.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.