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SteelPeak Wealth’s Interactive Brokers IBKR Stock Holding History

SteelPeak Wealth’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
-33,361
Closed -$1.85M – 620
2025
Q2 		$1.85M Sell
33,361
-3,827
-10% -$182K 0.07% 197
2025
Q1 		$1.54M Buy
37,188
+20,784
+127% +$1.03M 0.06% 206
2024
Q4 		$725K Buy
16,404
+1,672
+11% +$70.4K 0.03% 290
2024
Q3 		$513K Buy
14,732
+1,368
+10% +$42.4K 0.02% 310
2024
Q2 		$410K Buy
+13,364
New +$399K 0.02% 342

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

SteelPeak Wealth's IBKR Position: Q3 2025 in Review

SteelPeak Wealth sold out of Interactive Brokers (IBKR) in Q3 2025, closing a stake of 33,361 shares — an estimated $1.85M sold.

SteelPeak Wealth first reported a position in IBKR in Q2 2024 and held it in 5 quarters. The position peaked at $1.85M in Q2 2025. 912 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • SteelPeak Wealth reported no remaining Interactive Brokers position as of Q3 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 33,361 Interactive Brokers shares in Q3 2025, an estimated $1.85M.
  • SteelPeak Wealth first reported a position in Interactive Brokers in Q2 2024 and held it in 5 quarters.
  • SteelPeak Wealth's Interactive Brokers position peaked at $1.85M in Q2 2025.
  • 912 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on SteelPeak Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.