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Sheets Smith Wealth Management’s IBEX IBEX Stock Holding History

Sheets Smith 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 		– Sell
-16,306
Closed -$623K – 398
2025
Q4 		$623K Sell
16,306
-104
-0.6% -$3.85K 0.07% 249
2025
Q3 		$665K Hold
16,410
– – 0.08% 243
2025
Q2 		$478K Buy
+16,410
New +$439K 0.06% 291

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sheets Smith Wealth Management's IBEX Position: Q1 2026 in Review

Sheets Smith Wealth Management sold out of IBEX (IBEX) in Q1 2026, closing a stake of 16,306 shares — an estimated $623K sold.

Sheets Smith Wealth Management first reported a position in IBEX in Q2 2025 and held it in 3 quarters. The position peaked at $665K in Q3 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • Sheets Smith Wealth Management reported no remaining IBEX position as of Q1 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 16,306 IBEX shares in Q1 2026, an estimated $623K.
  • Sheets Smith Wealth Management first reported a position in IBEX in Q2 2025 and held it in 3 quarters.
  • Sheets Smith Wealth Management's IBEX position peaked at $665K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.