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Lifestyle Asset Management’s Interactive Brokers IBKR Stock Holding History

Lifestyle 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
Q2 		– Sell
-8,292
Closed -$343K – 134
2025
Q1 		$343K Sell
8,292
-468
-5% -$23.2K 0.19% 70
2024
Q4 		$387K Sell
8,760
-1,284
-13% -$54.1K 0.21% 65
2024
Q3 		$350K Sell
10,044
-68
-0.7% -$2.11K 0.19% 66
2024
Q2 		$310K Buy
10,112
+1,220
+14% +$36.4K 0.18% 72
2024
Q1 		$248K Buy
+8,892
New +$221K 0.15% 72

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Lifestyle Asset Management's IBKR Position: Q2 2025 in Review

Lifestyle Asset Management sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 8,292 shares — an estimated $343K sold.

Lifestyle Asset Management first reported a position in IBKR in Q1 2024 and held it in 5 quarters. The position peaked at $387K in Q4 2024. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • Lifestyle Asset Management reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
  • Lifestyle Asset Management sold 8,292 Interactive Brokers shares in Q2 2025, an estimated $343K.
  • Lifestyle Asset Management first reported a position in Interactive Brokers in Q1 2024 and held it in 5 quarters.
  • Lifestyle Asset Management's Interactive Brokers position peaked at $387K in Q4 2024.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on Lifestyle Asset Management's 13F filing for Q2 2025, filed 9 Jul 2025.