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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
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

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

Matthew Hamilton Rosenberg's IBKR Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Interactive Brokers (IBKR) position steady in Q2 2026 at 1,224 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #335.

Matthew Hamilton Rosenberg first reported a position in IBKR in Q3 2021 and has held it in 20 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Matthew Hamilton Rosenberg held 1,224 shares of Interactive Brokers worth $107K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #335 holding.
  • Matthew Hamilton Rosenberg first reported a position in Interactive Brokers in Q3 2021 and has held it in 20 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.