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Illumine Investment Management’s Interactive Brokers IBKR Stock Holding History

Illumine Investment 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 		– Sell
-53,459
Closed -$4.45M – 2
2026
Q1 		$3.59M Sell
53,459
-12,210
-19% -$872K 2.76% 7
2025
Q4 		$4.22M Sell
65,669
-1,008
-2% -$67.5K 3.08% 3
2025
Q3 		$4.59M Sell
66,677
-5,040
-7% -$317K 3.27% 2
2025
Q2 		$3.97M Buy
71,717
+505
+0.7% +$24K 3.16% 5
2025
Q1 		$2.95M Sell
71,212
-3,128
-4% -$155K 2.41% 12
2024
Q4 		$3.28M Buy
+74,340
New +$3.13M 2.7% 8

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

Illumine Investment Management's IBKR Position: Q2 2026 in Review

Illumine Investment Management sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 53,459 shares — an estimated $4.45M sold.

Illumine Investment Management first reported a position in IBKR in Q4 2024 and held it in 6 quarters. The position peaked at $4.59M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Illumine Investment Management reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Illumine Investment Management sold 53,459 Interactive Brokers shares in Q2 2026, an estimated $4.45M.
  • Illumine Investment Management first reported a position in Interactive Brokers in Q4 2024 and held it in 6 quarters.
  • Illumine Investment Management's Interactive Brokers position peaked at $4.59M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Illumine Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.