DiNuzzo Private Wealth’s Interactive Brokers IBKR Stock Holding History

DiNuzzo Private Wealth’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	$2.14K	Hold	25	–	–	﹤0.01%	638
2026 Q2	$2.18K	Hold	25	–	–	﹤0.01%	644
2026 Q1	$1.68K	Hold	25	–	–	﹤0.01%	707
2025 Q4	$1.61K	Sell	25 -1	-4%	-$67	﹤0.01%	719
2025 Q3	$1.62K	Buy	26 +2	+8%	+$126	﹤0.01%	716
2025 Q2	$1.33K	Hold	24	–	–	﹤0.01%	767
2025 Q1	$994	Hold	24	–	–	﹤0.01%	828
2024 Q4	$1.06K	Hold	24	–	–	﹤0.01%	828
2024 Q3	$837	Hold	24	–	–	﹤0.01%	924
2024 Q2	$736	Buy	24 +4	+20%	+$119	﹤0.01%	913
2024 Q1	$559	Hold	20	–	–	﹤0.01%	939
2023 Q4	$415	Buy	+20	New	+$409	﹤0.01%	1040

Other funds holding IBKR

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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

DiNuzzo Private Wealth's IBKR Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Interactive Brokers (IBKR) position steady in Q3 2026 at 25 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

DiNuzzo Private Wealth first reported a position in IBKR in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.18K in Q2 2026. 106 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

DiNuzzo Private Wealth held 25 shares of Interactive Brokers worth $2.14K as of Q3 2026.
DiNuzzo Private Wealth left its Interactive Brokers share count unchanged in Q3 2026.
Interactive Brokers made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #638 holding.
DiNuzzo Private Wealth first reported a position in Interactive Brokers in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Interactive Brokers position peaked at $2.18K in Q2 2026.
106 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.