Moran Wealth Management’s IBEX IBEX Stock Holding History

Moran Wealth Management’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
2025 Q3	–	Sell	-7,750	Closed	-$226K	–	520
2025 Q2	$226K	Buy	+7,750	New	+$207K	0.01%	464

Other funds holding IBEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moran Wealth Management's IBEX Position: Q3 2025 in Review

Moran Wealth Management sold out of IBEX (IBEX) in Q3 2025, closing a stake of 7,750 shares — an estimated $226K sold.

Moran Wealth Management first reported a position in IBEX in Q2 2025 and held it in 1 quarter. The position peaked at $226K in Q2 2025. 155 funds tracked by Wall St. Rank hold IBEX as of Q3 2025.

Moran Wealth Management reported no remaining IBEX position as of Q3 2025 after selling out during the quarter.
Moran Wealth Management sold 7,750 IBEX shares in Q3 2025, an estimated $226K.
Moran Wealth Management first reported a position in IBEX in Q2 2025 and held it in 1 quarter.
Moran Wealth Management's IBEX position peaked at $226K in Q2 2025.
155 funds tracked by Wall St. Rank held IBEX as of Q3 2025.

Based on Moran Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.