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MorganRosel Wealth Management’s IBEX IBEX Stock Holding History

MorganRosel 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
2026
Q2 		– Sell
-24,326
Closed -$652K – 111
2026
Q1 		$652K Sell
24,326
-20,995
-46% -$679K 0.26% 66
2025
Q4 		$1.73M Sell
45,321
-1,734
-4% -$64.1K 0.43% 37
2025
Q3 		$1.91M Buy
47,055
+6,466
+16% +$205K 0.49% 36
2025
Q2 		$1.18M Buy
+40,589
New +$1.09M 0.32% 52

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

MorganRosel Wealth Management's IBEX Position: Q2 2026 in Review

MorganRosel Wealth Management sold out of IBEX (IBEX) in Q2 2026, closing a stake of 24,326 shares — an estimated $652K sold.

MorganRosel Wealth Management first reported a position in IBEX in Q2 2025 and held it in 4 quarters. The position peaked at $1.91M in Q3 2025. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • MorganRosel Wealth Management reported no remaining IBEX position as of Q2 2026 after selling out during the quarter.
  • MorganRosel Wealth Management sold 24,326 IBEX shares in Q2 2026, an estimated $652K.
  • MorganRosel Wealth Management first reported a position in IBEX in Q2 2025 and held it in 4 quarters.
  • MorganRosel Wealth Management's IBEX position peaked at $1.91M in Q3 2025.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.