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World Equity Group’s Interactive Brokers IBKR Stock Holding History

World Equity Group’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
-8,288
Closed -$366K – 327
2024
Q4 		$366K Buy
+8,288
New +$349K 0.08% 235
2023
Q2 		– Sell
-144,120
Closed -$859K – 423
2023
Q1 		$859K Buy
+144,120
New +$2.93M 0.13% 186

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Orbis Allan Gray
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

World Equity Group's IBKR Position: Q1 2025 in Review

World Equity Group sold out of Interactive Brokers (IBKR) in Q1 2025, closing a stake of 8,288 shares — an estimated $366K sold.

World Equity Group first reported a position in IBKR in Q1 2023 and held it in 2 quarters. The position peaked at $859K in Q1 2023. 748 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

  • World Equity Group reported no remaining Interactive Brokers position as of Q1 2025 after selling out during the quarter.
  • World Equity Group sold 8,288 Interactive Brokers shares in Q1 2025, an estimated $366K.
  • World Equity Group first reported a position in Interactive Brokers in Q1 2023 and held it in 2 quarters.
  • World Equity Group's Interactive Brokers position peaked at $859K in Q1 2023.
  • 748 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on World Equity Group's 13F filing for Q1 2025, filed 22 Apr 2025.