Rothschild Investment LLC’s Interactive Brokers IBKR Stock Holding History

Rothschild Investment LLC’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	$39.5K	Sell	454 -16	-3%	-$1.33K	﹤0.01%	1308
2026 Q1	$31.5K	Buy	470 +358	+320%	+$25.6K	﹤0.01%	1257
2025 Q4	$7.2K	Sell	112 -13	-10%	-$870	﹤0.01%	1711
2025 Q3	$8.6K	Buy	125 +65	+108%	+$4.09K	﹤0.01%	1500
2025 Q2	$3.33K	Buy	60 +12	+25%	+$569	﹤0.01%	1722
2025 Q1	$1.99K	Buy	48 +36	+300%	+$1.78K	﹤0.01%	1904
2024 Q4	$530	Hold	12	–	–	﹤0.01%	2516
2024 Q3	$418	Buy	+12	New	+$372	﹤0.01%	2511
2024 Q2	–	Sell	-16	Closed	-$447	–	2829
2024 Q1	$447	Hold	16	–	–	﹤0.01%	1396
2023 Q4	$332	Buy	+16	New	+$327	﹤0.01%	1254

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Rothschild Investment LLC's IBKR Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Interactive Brokers (IBKR) stake by 3.4% in Q2 2026, selling an estimated $1.33K and leaving 454 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Rothschild Investment LLC first reported a position in IBKR in Q4 2023 and has held it in 10 quarters since. 574 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Rothschild Investment LLC held 454 shares of Interactive Brokers worth $39.5K as of Q2 2026.
Rothschild Investment LLC sold 16 Interactive Brokers shares in Q2 2026, an estimated $1.33K.
Interactive Brokers made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1308 holding.
Rothschild Investment LLC first reported a position in Interactive Brokers in Q4 2023 and has held it in 10 quarters since.
574 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.