Howe & Rusling’s Interactive Brokers IBKR Stock Holding History

Howe & Rusling’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 Q1	$476K	Buy	7,098 +2,880	+68%	+$206K	0.03%	186
2025 Q4	$271K	Sell	4,218 -209	-5%	-$14K	0.02%	257
2025 Q3	$305K	Sell	4,427 -349	-7%	-$22K	0.02%	234
2025 Q2	$265K	Buy	+4,776	New	+$227K	0.02%	249
2021 Q4	–	Sell	-40	Closed	-$1K	–	1029
2021 Q3	$1K	Buy	+40	New	+$630	﹤0.01%	922
2019 Q2	–	Sell	-440	Closed	-$6K	–	846
2019 Q1	$6K	Sell	440 -190,840	-100%	-$2.51M	﹤0.01%	510
2018 Q4	$2.61M	Sell	191,280 -252,140	-57%	-$3.36M	0.55%	53
2018 Q3	$6.13M	Buy	+443,420	New	+$6.73M	1.02%	39

Other funds holding IBKR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

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

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

GWM

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

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

Howe & Rusling's IBKR Position: Q1 2026 in Review

Howe & Rusling increased its Interactive Brokers (IBKR) stake by 68% in Q1 2026, buying an estimated $206K and bringing the position to 7,098 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #186.

Howe & Rusling first reported a position in IBKR in Q3 2018 and has held it in 8 quarters since. The position peaked at $6.13M in Q3 2018. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Howe & Rusling held 7,098 shares of Interactive Brokers worth $476K as of Q1 2026.
Howe & Rusling bought 2,880 Interactive Brokers shares in Q1 2026, an estimated $206K.
Interactive Brokers made up 0.03% of Howe & Rusling's portfolio in Q1 2026, its #186 holding.
Howe & Rusling first reported a position in Interactive Brokers in Q3 2018 and has held it in 8 quarters since.
Howe & Rusling's Interactive Brokers position peaked at $6.13M in Q3 2018.
994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.