HW
IBKR icon

Hamilton Wealth’s Interactive Brokers IBKR Stock Holding History

Hamilton 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
2025
Q2 		– Sell
-5,072
Closed -$210K – 116
2025
Q1 		$210K Sell
5,072
-1,832
-27% -$90.8K 0.05% 100
2024
Q4 		$305K Buy
6,904
+1,148
+20% +$48.3K 0.07% 72
2024
Q3 		$201K Buy
+5,756
New +$178K 0.05% 103

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Hamilton Wealth's IBKR Position: Q2 2025 in Review

Hamilton Wealth sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 5,072 shares — an estimated $210K sold.

Hamilton Wealth first reported a position in IBKR in Q3 2024 and held it in 3 quarters. The position peaked at $305K in Q4 2024. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • Hamilton Wealth reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
  • Hamilton Wealth sold 5,072 Interactive Brokers shares in Q2 2025, an estimated $210K.
  • Hamilton Wealth first reported a position in Interactive Brokers in Q3 2024 and held it in 3 quarters.
  • Hamilton Wealth's Interactive Brokers position peaked at $305K in Q4 2024.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on Hamilton Wealth's 13F filing for Q2 2025, filed 14 Nov 2025.