Investment House LLC’s Interactive Brokers IBKR Stock Holding History

Investment House LLC’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	$2.6M	Sell	29,900 -1,875	-6%	-$156K	0.12%	111
2026 Q1	$2.13M	Sell	31,775 -33,138	-51%	-$2.37M	0.11%	119
2025 Q4	$4.17M	Buy	64,913 +3,227	+5%	+$216K	0.2%	86
2025 Q3	$4.24M	Buy	+61,686	New	+$3.88M	0.2%	87
2025 Q2	–	Sell	-8,000	Closed	-$331K	–	228
2025 Q1	$331K	Buy	+8,000	New	+$396K	0.02%	192

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Investment House LLC's IBKR Position: Q2 2026 in Review

Investment House LLC reduced its Interactive Brokers (IBKR) stake by 5.9% in Q2 2026, selling an estimated $156K and leaving 29,900 shares worth $2.6M. The position accounts for 0.12% of the portfolio, ranked #111.

Investment House LLC first reported a position in IBKR in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.24M in Q3 2025. 376 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Investment House LLC held 29,900 shares of Interactive Brokers worth $2.6M as of Q2 2026.
Investment House LLC sold 1,875 Interactive Brokers shares in Q2 2026, an estimated $156K.
Interactive Brokers made up 0.12% of Investment House LLC's portfolio in Q2 2026, its #111 holding.
Investment House LLC first reported a position in Interactive Brokers in Q1 2025 and has held it in 5 quarters since.
Investment House LLC's Interactive Brokers position peaked at $4.24M in Q3 2025.
376 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.