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EverSource Wealth Advisors’s IBEX IBEX Stock Holding History

EverSource 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 		$9.23K Sell
304
-50
-14% -$1.49K ﹤0.01% 2952
2026
Q1 		$9.49K Sell
354
-38
-10% -$1.23K ﹤0.01% 2945
2025
Q4 		$15K Buy
392
+17
+5% +$629 ﹤0.01% 2572
2025
Q3 		$15.2K Buy
375
+36
+11% +$1.14K ﹤0.01% 2555
2025
Q2 		$9.87K Buy
339
+256
+308% +$6.85K ﹤0.01% 2813
2025
Q1 		$2.02K Buy
+83
New +$1.99K ﹤0.01% 2926

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

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

EverSource Wealth Advisors reduced its IBEX (IBEX) stake by 14% in Q2 2026, selling an estimated $1.49K and leaving 304 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2952.

EverSource Wealth Advisors first reported a position in IBEX in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.2K in Q3 2025. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • EverSource Wealth Advisors held 304 shares of IBEX worth $9.23K as of Q2 2026.
  • EverSource Wealth Advisors sold 50 IBEX shares in Q2 2026, an estimated $1.49K.
  • IBEX made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2952 holding.
  • EverSource Wealth Advisors first reported a position in IBEX in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's IBEX position peaked at $15.2K in Q3 2025.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.