Freedom Investment Management’s Interactive Brokers IBKR Stock Holding History

Freedom 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
2025 Q3	–	Sell	-6,946	Closed	-$385K	–	391
2025 Q2	$385K	Sell	6,946 -2,746	-28%	-$130K	0.03%	519
2025 Q1	$401K	Sell	9,692 -1,420	-13%	-$70.4K	0.03%	489
2024 Q4	$491K	Sell	11,112 -612	-5%	-$25.8K	0.04%	436
2024 Q3	$409K	Buy	11,724 +108	+0.9%	+$3.34K	0.03%	496
2024 Q2	$356K	Sell	11,616 -2,972	-20%	-$88.7K	0.03%	524
2024 Q1	$407K	Sell	14,588 -6,176	-30%	-$154K	0.03%	497
2023 Q4	$430K	Sell	20,764 -6,344	-23%	-$130K	0.04%	472
2023 Q3	$587K	Buy	27,108 +5,128	+23%	+$114K	0.07%	327
2023 Q2	$456K	Buy	+21,980	New	+$434K	0.05%	421
2018 Q2	–	Sell	-156,348	Closed	-$2.63M	–	1027
2018 Q1	$2.63M	Buy	+156,348	New	+$2.59M	0.13%	117

Other funds holding IBKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Investment Management's IBKR Position: Q3 2025 in Review

Freedom Investment Management sold out of Interactive Brokers (IBKR) in Q3 2025, closing a stake of 6,946 shares — an estimated $385K sold.

Freedom Investment Management first reported a position in IBKR in Q1 2018 and held it in 10 quarters. The position peaked at $2.63M in Q1 2018. 909 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

Freedom Investment Management reported no remaining Interactive Brokers position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 6,946 Interactive Brokers shares in Q3 2025, an estimated $385K.
Freedom Investment Management first reported a position in Interactive Brokers in Q1 2018 and held it in 10 quarters.
Freedom Investment Management's Interactive Brokers position peaked at $2.63M in Q1 2018.
909 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.