Sierra Summit Advisors’s IBEX IBEX Stock Holding History

Sierra Summit 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	-23,035	Closed	-$879K	–	202
2025 Q4	$879K	Buy	+23,035	New	+$852K	0.13%	107

Other funds holding IBEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sierra Summit Advisors's IBEX Position: Q1 2026 in Review

Sierra Summit Advisors sold out of IBEX (IBEX) in Q1 2026, closing a stake of 23,035 shares — an estimated $879K sold.

Sierra Summit Advisors first reported a position in IBEX in Q4 2025 and held it in 1 quarter. The position peaked at $879K in Q4 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

Sierra Summit Advisors reported no remaining IBEX position as of Q1 2026 after selling out during the quarter.
Sierra Summit Advisors sold 23,035 IBEX shares in Q1 2026, an estimated $879K.
Sierra Summit Advisors first reported a position in IBEX in Q4 2025 and held it in 1 quarter.
Sierra Summit Advisors's IBEX position peaked at $879K in Q4 2025.
167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on Sierra Summit Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.