Envestnet Asset Management’s IBEX IBEX Stock Holding History

Envestnet Asset 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 Q2	$255K	Sell	8,400 -469	-5%	-$14K	﹤0.01%	4518
2026 Q1	$238K	Buy	+8,869	New	+$287K	﹤0.01%	4419

Other funds holding IBEX

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

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Envestnet Asset Management's IBEX Position: Q2 2026 in Review

Envestnet Asset Management reduced its IBEX (IBEX) stake by 5.3% in Q2 2026, selling an estimated $14K and leaving 8,400 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #4518.

Envestnet Asset Management first reported a position in IBEX in Q1 2026 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

Envestnet Asset Management held 8,400 shares of IBEX worth $255K as of Q2 2026.
Envestnet Asset Management sold 469 IBEX shares in Q2 2026, an estimated $14K.
IBEX made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4518 holding.
Envestnet Asset Management first reported a position in IBEX in Q1 2026 and has held it in 2 quarters since.
153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.