IWA
DE icon

IBEX Wealth Advisors’s Deere & Co DE Stock Holding History

IBEX Wealth Advisors’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$493K Buy
+875
New +$494K 0.05% 156
2024
Q2 		– Sell
-651
Closed -$279K – 291
2024
Q1 		$279K Buy
+651
New +$250K 0.08% 104
2023
Q1 		$229K Sell
554
-97
-15% -$40.2K 0.06% 101
2022
Q4 		$279K Sell
651
-176
-21% -$71.5K 0.06% 154
2022
Q3 		$276K Sell
827
-8
-1% -$2.74K 0.07% 125
2022
Q2 		$250K Sell
835
-36
-4% -$13.3K 0.06% 134
2022
Q1 		$362K Sell
871
-220
-20% -$84.3K 0.07% 131
2021
Q4 		$374K Buy
1,091
+36
+3% +$12.5K 0.07% 140
2021
Q3 		$353K Buy
1,055
+221
+26% +$79.6K 0.07% 138
2021
Q2 		$294K Buy
+834
New +$304K 0.06% 142

Other funds holding DE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IBEX Wealth Advisors's DE Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Deere & Co (DE) in Q1 2026: 875 shares worth $493K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in DE as recently as Q1 2024.

IBEX Wealth Advisors first reported a position in DE in Q2 2021 and has held it in 10 quarters since. 2,580 funds tracked by Wall St. Rank hold DE as of Q1 2026.

  • IBEX Wealth Advisors held 875 shares of Deere & Co worth $493K as of Q1 2026.
  • Deere & Co was a new IBEX Wealth Advisors position in Q1 2026.
  • Deere & Co made up 0.05% of IBEX Wealth Advisors's portfolio in Q1 2026, its #156 holding.
  • IBEX Wealth Advisors first reported a position in Deere & Co in Q2 2021 and has held it in 10 quarters since.
  • 2,580 funds tracked by Wall St. Rank held Deere & Co as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.