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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
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 $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MorganRosel Wealth Management's IBEX Position: Q1 2026 in Review

MorganRosel Wealth Management reduced its IBEX (IBEX) stake by 46% in Q1 2026, selling an estimated $679K and leaving 24,326 shares worth $652K. The position accounts for 0.26% of the portfolio, ranked #66.

MorganRosel Wealth Management first reported a position in IBEX in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.91M in Q3 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • MorganRosel Wealth Management held 24,326 shares of IBEX worth $652K as of Q1 2026.
  • MorganRosel Wealth Management sold 20,995 IBEX shares in Q1 2026, an estimated $679K.
  • IBEX made up 0.26% of MorganRosel Wealth Management's portfolio in Q1 2026, its #66 holding.
  • MorganRosel Wealth Management first reported a position in IBEX in Q2 2025 and has held it in 4 quarters since.
  • MorganRosel Wealth Management's IBEX position peaked at $1.91M in Q3 2025.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.