Koshinski Asset Management
IBKR icon

Koshinski Asset Management’s Interactive Brokers IBKR Stock Holding History

Koshinski 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
2026
Q2 		$366K Sell
4,208
-1,273
-23% -$106K 0.02% 542
2026
Q1 		$368K Sell
5,481
-1,071
-16% -$76.4K 0.02% 517
2025
Q4 		$421K Buy
6,552
+204
+3% +$13.7K 0.03% 469
2025
Q3 		$437K Sell
6,348
-286
-4% -$18K 0.03% 459
2025
Q2 		$368K Sell
6,634
-2,186
-25% -$104K 0.03% 472
2025
Q1 		$365K Sell
8,820
-188
-2% -$9.31K 0.03% 444
2024
Q4 		$398K Buy
9,008
+324
+4% +$13.6K 0.03% 424
2024
Q3 		$303K Buy
8,684
+232
+3% +$7.18K 0.03% 488
2024
Q2 		$265K Sell
8,452
-4,784
-36% -$143K 0.02% 489
2024
Q1 		$370K Buy
+13,236
New +$330K 0.04% 387
2022
Q2 		– Sell
-3,952
Closed -$65.1K – 1219
2022
Q1 		$65.1K Buy
3,952
+648
+20% +$11.2K 0.01% 990
2021
Q4 		$65.6K Buy
3,304
+100
+3% +$1.86K 0.01% 1016
2021
Q3 		$49.9K Buy
+3,204
New +$50.5K ﹤0.01% 1108

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Koshinski Asset Management's IBKR Position: Q2 2026 in Review

Koshinski Asset Management reduced its Interactive Brokers (IBKR) stake by 23% in Q2 2026, selling an estimated $106K and leaving 4,208 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #542.

Koshinski Asset Management first reported a position in IBKR in Q3 2021 and has held it in 13 quarters since. The position peaked at $437K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Koshinski Asset Management held 4,208 shares of Interactive Brokers worth $366K as of Q2 2026.
  • Koshinski Asset Management sold 1,273 Interactive Brokers shares in Q2 2026, an estimated $106K.
  • Interactive Brokers made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #542 holding.
  • Koshinski Asset Management first reported a position in Interactive Brokers in Q3 2021 and has held it in 13 quarters since.
  • Koshinski Asset Management's Interactive Brokers position peaked at $437K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.