Insight Wealth Strategies’s Interactive Brokers IBKR Stock Holding History

Insight Wealth Strategies’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	$3.92M	Sell	42,061 -1,833	-4%	-$153K	0.38%	83
2026 Q1	$2.94M	Buy	43,894 +589	+1%	+$42K	0.33%	89
2025 Q4	$2.78M	Buy	43,305 +531	+1%	+$35.5K	0.32%	88
2025 Q3	$2.94M	Sell	42,774 -3,499	-8%	-$220K	0.35%	85
2025 Q2	$2.61M	Sell	46,273 -11,643	-20%	-$552K	0.33%	83
2025 Q1	$2.4M	Sell	57,916 -2,492	-4%	-$123K	0.32%	86
2024 Q4	$2.67M	Sell	60,408 -14,336	-19%	-$604K	0.36%	80
2024 Q3	$2.6M	Buy	74,744 +500	+0.7%	+$15.5K	0.34%	76
2024 Q2	$2.28M	Sell	74,244 -24	-0%	-$716	0.32%	76
2024 Q1	$2.07M	Sell	74,268 -9,088	-11%	-$226K	0.3%	86
2023 Q4	$1.73M	Buy	83,356 +4,684	+6%	+$95.9K	0.28%	89
2023 Q3	$1.7M	Buy	78,672 +5,928	+8%	+$132K	0.33%	63
2023 Q2	$1.51M	Buy	72,744 +68	+0.1%	+$1.34K	0.29%	67
2023 Q1	$1.5M	Buy	72,676 +412	+0.6%	+$8.38K	0.29%	61
2022 Q4	$1.31M	Buy	+72,264	New	+$1.35M	0.25%	75

Other funds holding IBKR

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CCM

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

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Insight Wealth Strategies's IBKR Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Interactive Brokers (IBKR) stake by 4.2% in Q2 2026, selling an estimated $153K and leaving 42,061 shares worth $3.92M. The position accounts for 0.38% of the portfolio, ranked #83.

Insight Wealth Strategies first reported a position in IBKR in Q4 2022 and has held it in 15 quarters since. 330 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Insight Wealth Strategies held 42,061 shares of Interactive Brokers worth $3.92M as of Q2 2026.
Insight Wealth Strategies sold 1,833 Interactive Brokers shares in Q2 2026, an estimated $153K.
Interactive Brokers made up 0.38% of Insight Wealth Strategies's portfolio in Q2 2026, its #83 holding.
Insight Wealth Strategies first reported a position in Interactive Brokers in Q4 2022 and has held it in 15 quarters since.
330 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.