FFA
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Farther Finance Advisors’s IBEX IBEX Stock Holding History

Farther Finance 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
Q3 		$7.92K Buy
183
+143
+358% +$5.29K ﹤0.01% 4758
2026
Q2 		$1.21K Sell
40
-28
-41% -$834 ﹤0.01% 5320
2026
Q1 		$1.87K Sell
68
-29
-30% -$938 ﹤0.01% 4922
2025
Q4 		$3.7K Buy
+97
New +$3.59K ﹤0.01% 4457
2025
Q1 		– Sell
-137
Closed -$2.94K – 4329
2024
Q4 		$2.94K Buy
+137
New +$2.69K ﹤0.01% 2861
2024
Q1 		– Sell
-1
Closed -$19 – 3657
2023
Q4 		$19 Buy
+1
New +$17 ﹤0.01% 3463

Other funds holding IBEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's IBEX Position: Q3 2026 in Review

Farther Finance Advisors increased its IBEX (IBEX) stake by 358% in Q3 2026, buying an estimated $5.29K and bringing the position to 183 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #4758.

Farther Finance Advisors first reported a position in IBEX in Q4 2023 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold IBEX as of Q3 2026.

  • Farther Finance Advisors held 183 shares of IBEX worth $7.92K as of Q3 2026.
  • Farther Finance Advisors bought 143 IBEX shares in Q3 2026, an estimated $5.29K.
  • IBEX made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4758 holding.
  • Farther Finance Advisors first reported a position in IBEX in Q4 2023 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held IBEX as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.