MidCap Growth Fund IBKR Holdings History

Number of Shares
104,540.00
Current Holdings Value*
$4.49 Mil
% of Portfolio
2.72%
Total Estimate Gain
$6.73 Mil
% of Total Estimate Gain
136.62%

MidCap Growth Fund's Interactive Brokers Group Inc Holding Summary

As of 2025-04-30, PRINCIPAL FUNDS INC held 104,540.00 shares of Interactive Brokers Group Inc(IBKR), totaling $4.49 Mil. This investment constitutes 2.72% of their stock portfolio, and PRINCIPAL FUNDS INC now holds 0.01% of the outstanding Interactive Brokers Group Inc(IBKR) stock.

The initial trade took place in 2022Q4. And since then MidCap Growth Fund has made 4 purchases of IBKR, at an average price of $18.96, for a total of 259,696.00 shares. In addition, there have been 6 sales at an average price of $31.95 for 155,156.00 shares. Based on historical transaction data and IBKR's current price of $64.05, MidCap Growth Fund's estimated gain on his IBKR holdings is $6.73 Mil, reflecting a 136.62% gain to date.

MidCap Growth Fund IBKR ($64.05) Holding Chart

MidCap Growth Fund IBKR ($64.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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