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Contravisory Investment Management’s Interactive Brokers IBKR Stock Holding History

Contravisory 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 		$24K Sell
276
-208
-43% -$17.3K ﹤0.01% 291
2026
Q1 		$32.5K Hold
484
– – 0.01% 275
2025
Q4 		$31.1K Hold
484
– – 0.01% 279
2025
Q3 		$33.3K Sell
484
-80
-14% -$5.03K 0.01% 282
2025
Q2 		$31.3K Hold
564
– – 0.01% 286
2025
Q1 		$23.3K Hold
564
– – ﹤0.01% 291
2024
Q4 		$24.9K Buy
+564
New +$23.7K 0.01% 265
2024
Q1 		– Sell
-1,196
Closed -$24.8K – 366
2023
Q4 		$24.8K Buy
+1,196
New +$24.5K 0.01% 260

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Contravisory Investment Management reduced its Interactive Brokers (IBKR) stake by 43% in Q2 2026, selling an estimated $17.3K and leaving 276 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Contravisory Investment Management first reported a position in IBKR in Q4 2023 and has held it in 8 quarters since. The position peaked at $33.3K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Contravisory Investment Management held 276 shares of Interactive Brokers worth $24K as of Q2 2026.
  • Contravisory Investment Management sold 208 Interactive Brokers shares in Q2 2026, an estimated $17.3K.
  • Interactive Brokers made up ﹤0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #291 holding.
  • Contravisory Investment Management first reported a position in Interactive Brokers in Q4 2023 and has held it in 8 quarters since.
  • Contravisory Investment Management's Interactive Brokers position peaked at $33.3K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.