Ellsworth Advisors’s IBEX IBEX Stock Holding History

Ellsworth Advisors’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	-26,071	Closed	-$990K	–	183
2025 Q4	$990K	Buy	26,071 +241	+0.9%	+$8.91K	0.2%	102
2025 Q3	$946K	Buy	25,830 +50	+0.2%	+$1.59K	0.2%	99
2025 Q2	$750K	Buy	+25,780	New	+$690K	0.18%	106

Other funds holding IBEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ellsworth Advisors's IBEX Position: Q1 2026 in Review

Ellsworth Advisors sold out of IBEX (IBEX) in Q1 2026, closing a stake of 26,071 shares — an estimated $990K sold.

Ellsworth Advisors first reported a position in IBEX in Q2 2025 and held it in 3 quarters. The position peaked at $990K in Q4 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

Ellsworth Advisors reported no remaining IBEX position as of Q1 2026 after selling out during the quarter.
Ellsworth Advisors sold 26,071 IBEX shares in Q1 2026, an estimated $990K.
Ellsworth Advisors first reported a position in IBEX in Q2 2025 and held it in 3 quarters.
Ellsworth Advisors's IBEX position peaked at $990K in Q4 2025.
167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on Ellsworth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.