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Ritholtz Wealth Management’s IBEX IBEX Stock Holding History

Ritholtz 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 		$1.66M Sell
54,750
-13,067
-19% -$389K 0.02% 470
2026
Q1 		$1.82M Sell
67,817
-13,551
-17% -$438K 0.03% 397
2025
Q4 		$3.11M Sell
81,368
-1,626
-2% -$60.1K 0.06% 243
2025
Q3 		$3.36M Sell
82,994
-9,562
-10% -$304K 0.07% 209
2025
Q2 		$2.69M Buy
92,556
+12,874
+16% +$344K 0.06% 221
2025
Q1 		$1.94M Buy
79,682
+46,823
+142% +$1.12M 0.06% 255
2024
Q4 		$706K Buy
32,859
+14,279
+77% +$281K 0.02% 470
2024
Q3 		$371K Buy
+18,580
New +$319K 0.01% 649
2023
Q3 		– Sell
-15,268
Closed -$324K – 720
2023
Q2 		$324K Sell
15,268
-17,570
-54% -$376K 0.01% 523
2023
Q1 		$801K Buy
32,838
+20,651
+169% +$552K 0.04% 315
2022
Q4 		$303K Buy
+12,187
New +$275K 0.02% 456

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

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

Ritholtz Wealth Management reduced its IBEX (IBEX) stake by 19% in Q2 2026, selling an estimated $389K and leaving 54,750 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #470.

Ritholtz Wealth Management first reported a position in IBEX in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.36M in Q3 2025. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Ritholtz Wealth Management held 54,750 shares of IBEX worth $1.66M as of Q2 2026.
  • Ritholtz Wealth Management sold 13,067 IBEX shares in Q2 2026, an estimated $389K.
  • IBEX made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #470 holding.
  • Ritholtz Wealth Management first reported a position in IBEX in Q4 2022 and has held it in 11 quarters since.
  • Ritholtz Wealth Management's IBEX position peaked at $3.36M in Q3 2025.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.