MHR
IBKR icon

Matthew Hamilton Rosenberg’s Interactive Brokers IBKR Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$105K Hold
1,224
– – 0.02% 342
2026
Q2 		$107K Hold
1,224
– – 0.02% 335
2026
Q1 		$82.1K Hold
1,224
– – 0.02% 357
2025
Q4 		$78.7K Hold
1,224
– – 0.02% 362
2025
Q3 		$84.2K Hold
1,224
– – 0.02% 358
2025
Q2 		$67.8K Hold
1,224
– – 0.02% 396
2025
Q1 		$50.7K Buy
1,224
+104
+9% +$5.15K 0.01% 422
2024
Q4 		$49.5K Hold
1,120
– – 0.01% 425
2024
Q3 		$39K Hold
1,120
– – 0.01% 464
2024
Q2 		$35.5K Hold
1,120
– – 0.01% 466
2024
Q1 		$31.4K Hold
1,120
– – 0.01% 485
2023
Q4 		$23.2K Hold
1,120
– – 0.01% 522
2023
Q3 		$24.2K Hold
1,120
– – 0.01% 505
2023
Q2 		$23.3K Hold
1,120
– – 0.01% 525
2023
Q1 		$23.1K Hold
1,120
– – 0.01% 566
2022
Q4 		$20.3K Hold
1,120
– – 0.01% 574
2022
Q3 		$18K Hold
1,120
– – 0.01% 576
2022
Q2 		$16K Hold
1,120
– – 0.01% 598
2022
Q1 		$18K Hold
1,120
– – 0.01% 571
2021
Q4 		$22K Sell
1,120
-816
-42% -$15.2K 0.01% 518
2021
Q3 		$30K Buy
+1,936
New +$30.5K 0.01% 462

Other funds holding IBKR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Matthew Hamilton Rosenberg's IBKR Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Interactive Brokers (IBKR) position steady in Q3 2026 at 1,224 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #342.

Matthew Hamilton Rosenberg first reported a position in IBKR in Q3 2021 and has held it in 21 quarters since. The position peaked at $107K in Q2 2026. 36 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,224 shares of Interactive Brokers worth $105K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Interactive Brokers share count unchanged in Q3 2026.
  • Interactive Brokers made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #342 holding.
  • Matthew Hamilton Rosenberg first reported a position in Interactive Brokers in Q3 2021 and has held it in 21 quarters since.
  • Matthew Hamilton Rosenberg's Interactive Brokers position peaked at $107K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.