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Harvest Investment Services’s Interactive Brokers IBKR Stock Holding History

Harvest Investment Services’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
-5,496
Closed -$228K – 334
2025
Q1 		$228K Buy
+5,496
New +$272K 0.06% 238
2023
Q4 		– Sell
-19,916
Closed -$431K – 192
2023
Q3 		$431K Buy
+19,916
New +$443K 0.28% 93

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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 25.65% 1-Year Est. Return

Harvest Investment Services's IBKR Position: Q2 2025 in Review

Harvest Investment Services sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 5,496 shares — an estimated $228K sold.

Harvest Investment Services first reported a position in IBKR in Q3 2023 and held it in 2 quarters. The position peaked at $431K in Q3 2023. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • Harvest Investment Services reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
  • Harvest Investment Services sold 5,496 Interactive Brokers shares in Q2 2025, an estimated $228K.
  • Harvest Investment Services first reported a position in Interactive Brokers in Q3 2023 and held it in 2 quarters.
  • Harvest Investment Services's Interactive Brokers position peaked at $431K in Q3 2023.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on Harvest Investment Services's 13F filing for Q2 2025, filed 14 Aug 2025.