IWA
IBEX Wealth Advisors’s Blue Owl Capital OWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
536,032
+15,063
| +3% | +$289K | 1.1% | 26 |
|
|
2025
Q1 | $10.4M | Buy |
520,969
+4,448
| +0.9% | +$89.1K | 1.38% | 24 |
|
|
2024
Q4 | $12M | Buy |
516,521
+401,245
| +348% | +$9.33M | 1.41% | 16 |
|
|
2024
Q3 | $1.39M | Sell |
115,276
-367,817
| -76% | -$4.43M | 0.38% | 56 |
|
|
2024
Q2 | $8.57M | Buy |
+483,093
| New | +$8.57M | 1.34% | 21 |
|
|
2024
Q1 | – | Sell |
-446
| Closed | -$6.64K | – | 144 |
|
|
2023
Q4 | $6.64K | Sell |
446
-307,923
| -100% | -$4.59M | 1.44% | 22 |
|
|
2023
Q3 | $4M | Buy |
+308,369
| New | +$4M | 1.02% | 37 |
|