Dogwood Wealth Management’s IBEX IBEX Stock Holding History

Dogwood Wealth Management’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	–	Sell	-43	Closed	-$1.64K	–	888
2025 Q4	$1.64K	Buy	+43	New	+$1.59K	﹤0.01%	590

Other funds holding IBEX

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American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dogwood Wealth Management's IBEX Position: Q1 2026 in Review

Dogwood Wealth Management sold out of IBEX (IBEX) in Q1 2026, closing a stake of 43 shares — an estimated $1.64K sold.

Dogwood Wealth Management first reported a position in IBEX in Q4 2025 and held it in 1 quarter. The position peaked at $1.64K in Q4 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

Dogwood Wealth Management reported no remaining IBEX position as of Q1 2026 after selling out during the quarter.
Dogwood Wealth Management sold 43 IBEX shares in Q1 2026, an estimated $1.64K.
Dogwood Wealth Management first reported a position in IBEX in Q4 2025 and held it in 1 quarter.
Dogwood Wealth Management's IBEX position peaked at $1.64K in Q4 2025.
167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.