Rothwell Investment Advisors, LLC’s Interactive Brokers IBKR Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.2M	Buy	+14,076	New	+$1.29M	0.64%	24

Other funds holding IBKR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IBKR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Interactive Brokers (IBKR) in Q3 2026: 14,076 shares worth $1.2M. The stake represents 0.64% of the portfolio and ranks #24 among its holdings.

531 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

Rothwell Investment Advisors, LLC held 14,076 shares of Interactive Brokers worth $1.2M as of Q3 2026.
Interactive Brokers was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Interactive Brokers made up 0.64% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #24 holding.
531 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.