Aigen Investment Management’s Interactive Brokers IBKR Stock Holding History

Aigen Investment Management’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 Q2	$2.12M	Buy	24,322 +17,013	+233%	+$1.42M	0.58%	38
2026 Q1	$490K	Sell	7,309 -2,897	-28%	-$207K	0.13%	213
2025 Q4	$656K	Buy	+10,206	New	+$683K	0.15%	205
2025 Q2	–	Sell	-24,304	Closed	-$1.01M	–	925
2025 Q1	$1.01M	Buy	24,304 +14,520	+148%	+$719K	0.16%	188
2024 Q4	$432K	Buy	+9,784	New	+$412K	0.08%	373
2024 Q3	–	Sell	-10,636	Closed	-$326K	–	854
2024 Q2	$326K	Buy	+10,636	New	+$317K	0.06%	449
2022 Q4	–	Sell	-52,904	Closed	-$845K	–	649
2022 Q3	$845K	Buy	+52,904	New	+$815K	0.12%	216
2021 Q4	–	Sell	-21,752	Closed	-$339K	–	1098
2021 Q3	$339K	Buy	+21,752	New	+$343K	0.07%	320
2021 Q1	–	Sell	-62,812	Closed	-$957K	–	744
2020 Q4	$957K	Buy	+62,812	New	+$832K	0.12%	213

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aigen Investment Management's IBKR Position: Q2 2026 in Review

Aigen Investment Management increased its Interactive Brokers (IBKR) stake by 233% in Q2 2026, buying an estimated $1.42M and bringing the position to 24,322 shares worth $2.12M. The position accounts for 0.58% of the portfolio, ranked #38.

Aigen Investment Management first reported a position in IBKR in Q4 2020 and has held it in 9 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Aigen Investment Management held 24,322 shares of Interactive Brokers worth $2.12M as of Q2 2026.
Aigen Investment Management bought 17,013 Interactive Brokers shares in Q2 2026, an estimated $1.42M.
Interactive Brokers made up 0.58% of Aigen Investment Management's portfolio in Q2 2026, its #38 holding.
Aigen Investment Management first reported a position in Interactive Brokers in Q4 2020 and has held it in 9 quarters since.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.