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NewEdge Advisors’s IBEX IBEX Stock Holding History

NewEdge Advisors’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 		$6.41K Buy
+211
New +$6.29K ﹤0.01% 3651
2026
Q1 		– Sell
-8,242
Closed -$315K – 4264
2025
Q4 		$315K Buy
+8,242
New +$305K ﹤0.01% 2280
2025
Q2 		– Sell
-420
Closed -$10.2K – 4070
2025
Q1 		$10.2K Buy
+420
New +$10.1K ﹤0.01% 3095
2024
Q4 		– Sell
-365
Closed -$7.29K – 3960
2024
Q3 		$7.29K Buy
+365
New +$6.27K ﹤0.01% 3036
2023
Q3 		– Sell
-61
Closed -$1.29K – 3553
2023
Q2 		$1.29K Buy
+61
New +$1.3K ﹤0.01% 3198

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

NewEdge Advisors's IBEX Position: Q2 2026 in Review

NewEdge Advisors opened a new position in IBEX (IBEX) in Q2 2026: 211 shares worth $6.41K. The stake represents ﹤0.01% of the portfolio and ranks #3651 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in IBEX as recently as Q4 2025.

NewEdge Advisors first reported a position in IBEX in Q2 2023 and has held it in 5 quarters since. The position peaked at $315K in Q4 2025. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • NewEdge Advisors held 211 shares of IBEX worth $6.41K as of Q2 2026.
  • IBEX was a new NewEdge Advisors position in Q2 2026.
  • IBEX made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3651 holding.
  • NewEdge Advisors first reported a position in IBEX in Q2 2023 and has held it in 5 quarters since.
  • NewEdge Advisors's IBEX position peaked at $315K in Q4 2025.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.