VI
IBKR icon

Versor Investments’s Interactive Brokers IBKR Stock Holding History

Versor 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
-8,132
Closed -$451K – 787
2025
Q2 		$451K Buy
+8,132
New +$386K 0.08% 410
2025
Q1 		– Sell
-13,484
Closed -$596K – 827
2024
Q4 		$596K Sell
13,484
-132
-1% -$5.56K 0.1% 314
2024
Q3 		$474K Buy
+13,616
New +$422K 0.08% 429
2024
Q1 		– Sell
-61,200
Closed -$1.27M – 784
2023
Q4 		$1.27M Buy
+61,200
New +$1.25M 0.26% 82
2023
Q1 		– Sell
-38,860
Closed -$703K – 790
2022
Q4 		$703K Buy
+38,860
New +$726K 0.06% 243

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return