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True Wealth Design’s IBEX IBEX Stock Holding History

True Wealth Design’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 		$2.07K Buy
68
+20
+42% +$596 ﹤0.01% 1681
2026
Q1 		$1.29K Buy
48
+38
+380% +$1.23K ﹤0.01% 1710
2025
Q4 		$382 Sell
10
-17
-63% -$629 ﹤0.01% 2040
2025
Q3 		$1.09K Buy
+27
New +$858 ﹤0.01% 1715
2024
Q4 		– Sell
-1
Closed -$20 – 1437
2024
Q3 		$20 Buy
+1
New +$17 ﹤0.01% 1270

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

True Wealth Design's IBEX Position: Q2 2026 in Review

True Wealth Design increased its IBEX (IBEX) stake by 42% in Q2 2026, buying an estimated $596 and bringing the position to 68 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

True Wealth Design first reported a position in IBEX in Q3 2024 and has held it in 5 quarters since. 153 funds tracked by Wall St. Rank hold IBEX as of Q2 2026.

  • True Wealth Design held 68 shares of IBEX worth $2.07K as of Q2 2026.
  • True Wealth Design bought 20 IBEX shares in Q2 2026, an estimated $596.
  • IBEX made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1681 holding.
  • True Wealth Design first reported a position in IBEX in Q3 2024 and has held it in 5 quarters since.
  • 153 funds tracked by Wall St. Rank held IBEX as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.