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Essential Partners’s IBEX IBEX Stock Holding History

Essential Partners’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 		$6.89K Sell
227
-316
-58% -$9.41K ﹤0.01% 1385
2026
Q1 		$14.6K Buy
543
+98
+22% +$3.17K ﹤0.01% 1062
2025
Q4 		$17K Sell
445
-119
-21% -$4.4K 0.01% 972
2025
Q3 		$22.9K Buy
564
+134
+31% +$4.26K 0.01% 849
2025
Q2 		$12.5K Buy
+430
New +$11.5K 0.01% 786

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

Essential Partners's IBEX Position: Q2 2026 in Review

Essential Partners reduced its IBEX (IBEX) stake by 58% in Q2 2026, selling an estimated $9.41K and leaving 227 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Essential Partners first reported a position in IBEX in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.9K in Q3 2025. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Essential Partners held 227 shares of IBEX worth $6.89K as of Q2 2026.
  • Essential Partners sold 316 IBEX shares in Q2 2026, an estimated $9.41K.
  • IBEX made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1385 holding.
  • Essential Partners first reported a position in IBEX in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's IBEX position peaked at $22.9K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.