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Ion Asset Management’s Interactive Brokers IBKR Stock Holding History

Ion Asset 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
2025
Q3 		$1.38M Hold
20,000
– – 0.15% 39
2025
Q2 		$1.11M Buy
+20,000
New +$949K 0.06% 41

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ion Asset Management's IBKR Position: Q3 2025 in Review

Ion Asset Management held its Interactive Brokers (IBKR) position steady in Q3 2025 at 20,000 shares worth $1.38M. The position accounts for 0.15% of the portfolio, ranked #39.

Ion Asset Management first reported a position in IBKR in Q2 2025 and has held it in 2 quarters since. 909 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • Ion Asset Management held 20,000 shares of Interactive Brokers worth $1.38M as of Q3 2025.
  • Ion Asset Management left its Interactive Brokers share count unchanged in Q3 2025.
  • Interactive Brokers made up 0.15% of Ion Asset Management's portfolio in Q3 2025, its #39 holding.
  • Ion Asset Management first reported a position in Interactive Brokers in Q2 2025 and has held it in 2 quarters since.
  • 909 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on Ion Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.