Intentional Wealth Strategies’s IBEX IBEX Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-132	Closed	-$3.54K	–	452
2026 Q1	$3.54K	Buy	+132	New	+$4.27K	﹤0.01%	551

Other funds holding IBEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Intentional Wealth Strategies's IBEX Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of IBEX (IBEX) in Q2 2026, closing a stake of 132 shares — an estimated $3.54K sold.

Intentional Wealth Strategies first reported a position in IBEX in Q1 2026 and held it in 1 quarter. The position peaked at $3.54K in Q1 2026. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

Intentional Wealth Strategies reported no remaining IBEX position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 132 IBEX shares in Q2 2026, an estimated $3.54K.
Intentional Wealth Strategies first reported a position in IBEX in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's IBEX position peaked at $3.54K in Q1 2026.
153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.