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Custom Index Systems’s Interactive Brokers IBKR Stock Holding History

Custom Index Systems’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 		$608K Buy
6,991
+148
+2% +$12.3K 0.22% 119
2026
Q1 		$459K Sell
6,843
-274
-4% -$19.6K 0.2% 139
2025
Q4 		$458K Sell
7,117
-4,640
-39% -$311K 0.2% 142
2025
Q3 		$809K Buy
+11,757
New +$740K 0.24% 114

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

Custom Index Systems's IBKR Position: Q2 2026 in Review

Custom Index Systems increased its Interactive Brokers (IBKR) stake by 2.2% in Q2 2026, buying an estimated $12.3K and bringing the position to 6,991 shares worth $608K. The position accounts for 0.22% of the portfolio, ranked #119.

Custom Index Systems first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $809K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Custom Index Systems held 6,991 shares of Interactive Brokers worth $608K as of Q2 2026.
  • Custom Index Systems bought 148 Interactive Brokers shares in Q2 2026, an estimated $12.3K.
  • Interactive Brokers made up 0.22% of Custom Index Systems's portfolio in Q2 2026, its #119 holding.
  • Custom Index Systems first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • Custom Index Systems's Interactive Brokers position peaked at $809K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.