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Valued Retirements’s IBEX IBEX Stock Holding History

Valued Retirements’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
-7,571
Closed -$289K – 93
2025
Q4 		$289K Buy
+7,571
New +$280K 0.28% 69

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RA
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Dimensional Fund Advisors
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Valued Retirements's IBEX Position: Q1 2026 in Review

Valued Retirements sold out of IBEX (IBEX) in Q1 2026, closing a stake of 7,571 shares — an estimated $289K sold.

Valued Retirements first reported a position in IBEX in Q4 2025 and held it in 1 quarter. The position peaked at $289K in Q4 2025. 167 funds tracked by Wall St. Rank hold IBEX as of Q1 2026.

  • Valued Retirements reported no remaining IBEX position as of Q1 2026 after selling out during the quarter.
  • Valued Retirements sold 7,571 IBEX shares in Q1 2026, an estimated $289K.
  • Valued Retirements first reported a position in IBEX in Q4 2025 and held it in 1 quarter.
  • Valued Retirements's IBEX position peaked at $289K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held IBEX as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.