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Rothschild Investment LLC’s IBEX IBEX Stock Holding History

Rothschild Investment LLC’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 		$2.55K Sell
84
-34
-29% -$1.01K ﹤0.01% 2646
2026
Q1 		$3.17K Buy
118
+85
+258% +$2.75K ﹤0.01% 2310
2025
Q4 		$1.26K Buy
33
+11
+50% +$407 ﹤0.01% 2589
2025
Q3 		$891 Buy
22
+2
+10% +$64 ﹤0.01% 2635
2025
Q2 		$582 Hold
20
– – ﹤0.01% 2693
2025
Q1 		$487 Hold
20
– – ﹤0.01% 2627
2024
Q4 		$430 Buy
+20
New +$393 ﹤0.01% 2590

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

Rothschild Investment LLC's IBEX Position: Q2 2026 in Review

Rothschild Investment LLC reduced its IBEX (IBEX) stake by 29% in Q2 2026, selling an estimated $1.01K and leaving 84 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Rothschild Investment LLC first reported a position in IBEX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.17K in Q1 2026. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • Rothschild Investment LLC held 84 shares of IBEX worth $2.55K as of Q2 2026.
  • Rothschild Investment LLC sold 34 IBEX shares in Q2 2026, an estimated $1.01K.
  • IBEX made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2646 holding.
  • Rothschild Investment LLC first reported a position in IBEX in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's IBEX position peaked at $3.17K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.