IIM
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IFC & Insurance Marketing’s Interactive Brokers IBKR Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-216
Closed -$14K – 326
2025
Q4 		$14K Buy
+216
New +$14.5K 0.01% 342

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Vanguard Portfolio Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IFC & Insurance Marketing's IBKR Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 216 shares — an estimated $14K sold.

IFC & Insurance Marketing first reported a position in IBKR in Q4 2025 and held it in 1 quarter. The position peaked at $14K in Q4 2025. 999 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 216 Interactive Brokers shares in Q1 2026, an estimated $14K.
  • IFC & Insurance Marketing first reported a position in Interactive Brokers in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Interactive Brokers position peaked at $14K in Q4 2025.
  • 999 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.