Inspire Investing’s Interactive Brokers IBKR Stock Holding History

Inspire Investing’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	$16.3M	Buy	243,602 +51,812	+27%	+$3.7M	0.95%	12
2025 Q4	$12.3M	Sell	191,790 -10,493	-5%	-$702K	1.11%	10
2025 Q3	$13.9M	Sell	202,283 -13,407	-6%	-$844K	1.35%	8
2025 Q2	$12M	Buy	215,690 +26,326	+14%	+$1.25M	1.3%	9
2025 Q1	$7.84M	Buy	189,364 +30,936	+20%	+$1.53M	0.93%	11
2024 Q4	$7M	Sell	158,428 -23,920	-13%	-$1.01M	0.78%	14
2024 Q3	$6.35M	Buy	182,348 +8,752	+5%	+$271K	0.65%	20
2024 Q2	$5.32M	Sell	173,596 -23,520	-12%	-$702K	0.61%	23
2024 Q1	$5.5M	Buy	197,116 +11,524	+6%	+$287K	0.56%	34
2023 Q4	$3.85M	Buy	185,592 +6,224	+3%	+$127K	0.42%	45
2023 Q3	$3.88M	Sell	179,368 -51,148	-22%	-$1.14M	0.5%	37
2023 Q2	$4.79M	Buy	230,516 +5,632	+3%	+$111K	0.58%	29
2023 Q1	$4.64M	Buy	224,884 +22,016	+11%	+$448K	0.59%	32
2022 Q4	$3.67M	Buy	202,868 +179,520	+769%	+$3.35M	0.47%	39
2022 Q3	$373K	Sell	23,348 -3,332	-12%	-$51.3K	0.05%	210
2022 Q2	$367K	Buy	26,680 +300	+1%	+$4.45K	0.05%	223
2022 Q1	$435K	Sell	26,380 -708	-3%	-$12.2K	0.05%	240
2021 Q4	$538K	Buy	27,088 +4,652	+21%	+$86.6K	0.06%	218
2021 Q3	$350K	Buy	+22,436	New	+$353K	0.04%	276

Other funds holding IBKR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geode Capital Management

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

Kayne Anderson Rudnick Investment Management

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

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

Wellington Management Group

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