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 Q3	$3.59M	Sell	42,035 -26	-0.1%	-$2.38K	0.36%	82
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

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Insight Wealth Strategies's IBKR Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Interactive Brokers (IBKR) stake by 0.06% in Q3 2026, selling an estimated $2.38K and leaving 42,035 shares worth $3.59M. The position accounts for 0.36% of the portfolio, ranked #82.

Insight Wealth Strategies first reported a position in IBKR in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.92M in Q2 2026. 36 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

Insight Wealth Strategies held 42,035 shares of Interactive Brokers worth $3.59M as of Q3 2026.
Insight Wealth Strategies sold 26 Interactive Brokers shares in Q3 2026, an estimated $2.38K.
Interactive Brokers made up 0.36% of Insight Wealth Strategies's portfolio in Q3 2026, its #82 holding.
Insight Wealth Strategies first reported a position in Interactive Brokers in Q4 2022 and has held it in 16 quarters since.
Insight Wealth Strategies's Interactive Brokers position peaked at $3.92M in Q2 2026.
36 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.