SRH Advisors’s Interactive Brokers IBKR Stock Holding History

SRH Advisors’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 Q1	–	Sell	-640	Closed	-$28.3K	–	277
2024 Q4	$28.3K	Buy	+640	New	+$26.9K	0.01%	153

Other funds holding IBKR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SRH Advisors's IBKR Position: Q1 2025 in Review

SRH Advisors sold out of Interactive Brokers (IBKR) in Q1 2025, closing a stake of 640 shares — an estimated $28.3K sold.

SRH Advisors first reported a position in IBKR in Q4 2024 and held it in 1 quarter. The position peaked at $28.3K in Q4 2024. 747 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

SRH Advisors reported no remaining Interactive Brokers position as of Q1 2025 after selling out during the quarter.
SRH Advisors sold 640 Interactive Brokers shares in Q1 2025, an estimated $28.3K.
SRH Advisors first reported a position in Interactive Brokers in Q4 2024 and held it in 1 quarter.
SRH Advisors's Interactive Brokers position peaked at $28.3K in Q4 2024.
747 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on SRH Advisors's 13F filing for Q1 2025, filed 5 May 2025.