DOA
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D'Orazio & Associates’s IBEX IBEX Stock Holding History

D'Orazio & Associates’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
-5,401
Closed -$206K – 311
2025
Q4 		$206K Sell
5,401
-216
-4% -$7.99K 0.03% 261
2025
Q3 		$228K Buy
+5,617
New +$178K 0.03% 233

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

D'Orazio & Associates's IBEX Position: Q1 2026 in Review

D'Orazio & Associates sold out of IBEX (IBEX) in Q1 2026, closing a stake of 5,401 shares — an estimated $206K sold.

D'Orazio & Associates first reported a position in IBEX in Q3 2025 and held it in 2 quarters. The position peaked at $228K in Q3 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • D'Orazio & Associates reported no remaining IBEX position as of Q1 2026 after selling out during the quarter.
  • D'Orazio & Associates sold 5,401 IBEX shares in Q1 2026, an estimated $206K.
  • D'Orazio & Associates first reported a position in IBEX in Q3 2025 and held it in 2 quarters.
  • D'Orazio & Associates's IBEX position peaked at $228K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.