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Ridgewood Investments’s Interactive Brokers IBKR Stock Holding History

Ridgewood Investments’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 		– Sell
-88
Closed -$4.88K – 419
2025
Q2 		$4.88K Hold
88
– – ﹤0.01% 599
2025
Q1 		$3.64K Sell
88
-128
-59% -$6.34K ﹤0.01% 582
2024
Q4 		$9.54K Hold
216
– – ﹤0.01% 501
2024
Q3 		$7.53K Hold
216
– – ﹤0.01% 548
2024
Q2 		$6.62K Buy
+216
New +$6.45K ﹤0.01% 560
2023
Q3 		– Sell
-216
Closed -$4.49K – 443
2023
Q2 		$4.49K Hold
216
– – ﹤0.01% 616
2023
Q1 		$4.46K Buy
+216
New +$4.4K ﹤0.01% 613

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ridgewood Investments's IBKR Position: Q3 2025 in Review

Ridgewood Investments sold out of Interactive Brokers (IBKR) in Q3 2025, closing a stake of 88 shares — an estimated $4.88K sold.

Ridgewood Investments first reported a position in IBKR in Q1 2023 and held it in 7 quarters. The position peaked at $9.54K in Q4 2024. 912 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • Ridgewood Investments reported no remaining Interactive Brokers position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 88 Interactive Brokers shares in Q3 2025, an estimated $4.88K.
  • Ridgewood Investments first reported a position in Interactive Brokers in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Interactive Brokers position peaked at $9.54K in Q4 2024.
  • 912 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.