One Wealth Advisors’s IBEX IBEX Stock Holding History

One Wealth 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 Q1	–	Sell	-5,597	Closed	-$214K	–	314
2025 Q4	$214K	Buy	+5,597	New	+$207K	0.03%	286

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

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

One Wealth Advisors's IBEX Position: Q1 2026 in Review

One Wealth Advisors sold out of IBEX (IBEX) in Q1 2026, closing a stake of 5,597 shares — an estimated $214K sold.

One Wealth Advisors first reported a position in IBEX in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

One Wealth Advisors reported no remaining IBEX position as of Q1 2026 after selling out during the quarter.
One Wealth Advisors sold 5,597 IBEX shares in Q1 2026, an estimated $214K.
One Wealth Advisors first reported a position in IBEX in Q4 2025 and held it in 1 quarter.
One Wealth Advisors's IBEX position peaked at $214K in Q4 2025.
167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.