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Vest Financial, LLC IBKR Position History
Interactive Brokers Group, Inc. • Financial Services
Quarters held
5
Latest value
$8.4M
Q3 2026
Peak value
$9.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.9M |
| Q4 2025 | $6.7M |
| Q1 2026 | $7.5M |
| Q2 2026 | $9.1M |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 98.6K | — | — |
| Q2 2026 | $9.1M | 104.1K | — | — |
| Q1 2026 | $7.5M | 111.7K | — | — |
| Q4 2025 | $6.7M | 104.0K | — | — |
| Q3 2025 | $6.9M | 99.7K | — | — |
Other funds holding IBKR
$1.7B
$1.7B
$1.3B
$725.9M
$693.1M