RWM
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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
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

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