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Grandview Asset Management’s Interactive Brokers IBKR Stock Holding History

Grandview Asset 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 		$394K Sell
4,522
-124
-3% -$10.3K 0.1% 101
2026
Q1 		$312K Sell
4,646
-1,303
-22% -$93K 0.09% 113
2025
Q4 		$383K Sell
5,949
-100
-2% -$6.69K 0.1% 106
2025
Q3 		$416K Buy
+6,049
New +$381K 0.12% 102

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

Grandview Asset Management's IBKR Position: Q2 2026 in Review

Grandview Asset Management reduced its Interactive Brokers (IBKR) stake by 2.7% in Q2 2026, selling an estimated $10.3K and leaving 4,522 shares worth $394K. The position accounts for 0.1% of the portfolio, ranked #101.

Grandview Asset Management first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. The position peaked at $416K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Grandview Asset Management held 4,522 shares of Interactive Brokers worth $394K as of Q2 2026.
  • Grandview Asset Management sold 124 Interactive Brokers shares in Q2 2026, an estimated $10.3K.
  • Interactive Brokers made up 0.1% of Grandview Asset Management's portfolio in Q2 2026, its #101 holding.
  • Grandview Asset Management first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • Grandview Asset Management's Interactive Brokers position peaked at $416K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.