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Integrated Wealth Concepts’s IBEX IBEX Stock Holding History

Integrated Wealth Concepts’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 		$8.59K Buy
+283
New +$8.43K ﹤0.01% 4653

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

Integrated Wealth Concepts's IBEX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in IBEX (IBEX) in Q2 2026: 283 shares worth $8.59K. The stake represents ﹤0.01% of the portfolio and ranks #4653 among its holdings.

153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Integrated Wealth Concepts held 283 shares of IBEX worth $8.59K as of Q2 2026.
  • IBEX was a new Integrated Wealth Concepts position in Q2 2026.
  • IBEX made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4653 holding.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

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