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EP Wealth Advisors’s IBEX IBEX Stock Holding History

EP Wealth 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
Q2 		$261K Sell
8,610
-295
-3% -$8.79K ﹤0.01% 1368
2026
Q1 		$239K Buy
8,905
+71
+0.8% +$2.3K ﹤0.01% 1301
2025
Q4 		$337K Buy
+8,834
New +$327K ﹤0.01% 1071
2025
Q2 		$258K Sell
8,865
-45
-0.5% -$1.2K ﹤0.01% 1104
2025
Q1 		$217K Buy
+8,910
New +$214K ﹤0.01% 1096

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EP Wealth Advisors's IBEX Position: Q2 2026 in Review

EP Wealth Advisors reduced its IBEX (IBEX) stake by 3.3% in Q2 2026, selling an estimated $8.79K and leaving 8,610 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

EP Wealth Advisors first reported a position in IBEX in Q1 2025 and has held it in 5 quarters since. The position peaked at $337K in Q4 2025. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • EP Wealth Advisors held 8,610 shares of IBEX worth $261K as of Q2 2026.
  • EP Wealth Advisors sold 295 IBEX shares in Q2 2026, an estimated $8.79K.
  • IBEX made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1368 holding.
  • EP Wealth Advisors first reported a position in IBEX in Q1 2025 and has held it in 5 quarters since.
  • EP Wealth Advisors's IBEX position peaked at $337K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.