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
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 $5.72T 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 $124B 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 $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Creative Planning's IBEX Position: Q1 2026 in Review

Creative Planning increased its IBEX (IBEX) stake by 46% in Q1 2026, buying an estimated $182K and bringing the position to 17,751 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #3065.

Creative Planning first reported a position in IBEX in Q3 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • Creative Planning held 17,751 shares of IBEX worth $476K as of Q1 2026.
  • Creative Planning bought 5,616 IBEX shares in Q1 2026, an estimated $182K.
  • IBEX made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3065 holding.
  • Creative Planning first reported a position in IBEX in Q3 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.