EPW
IBEX icon

Evolve Private Wealth’s IBEX IBEX Stock Holding History

Evolve Private Wealth’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 		$338K Buy
11,138
+858
+8% +$25.6K 0.02% 666
2026
Q1 		$276K Buy
10,280
+555
+6% +$18K 0.01% 814
2025
Q4 		$371K Buy
+9,725
New +$360K 0.02% 650

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

Evolve Private Wealth's IBEX Position: Q2 2026 in Review

Evolve Private Wealth increased its IBEX (IBEX) stake by 8.3% in Q2 2026, buying an estimated $25.6K and bringing the position to 11,138 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #666.

Evolve Private Wealth first reported a position in IBEX in Q4 2025 and has held it in 3 quarters since. The position peaked at $371K in Q4 2025. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Evolve Private Wealth held 11,138 shares of IBEX worth $338K as of Q2 2026.
  • Evolve Private Wealth bought 858 IBEX shares in Q2 2026, an estimated $25.6K.
  • IBEX made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #666 holding.
  • Evolve Private Wealth first reported a position in IBEX in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's IBEX position peaked at $371K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

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