Steward Values Enhanced Small-Mid Cap Fund IBKR Holdings History
Steward Values Enhanced Small-Mid Cap Fund's Interactive Brokers Group Inc Holding Summary
As of 2025-04-30, Steward Values Enhanced Small-Mid Cap Fund held 21,212.00 shares of Interactive Brokers Group Inc(IBKR), totaling $911,320.00. This investment constitutes 0.54% of their stock portfolio, and Steward Values Enhanced Small-Mid Cap Fund now holds 0% of the outstanding Interactive Brokers Group Inc(IBKR) stock.
The initial trade took place in 2021Q4. And since then Steward Values Enhanced Small-Mid Cap Fund has made 4 purchases of IBKR, at an average price of $18.98, for a total of 32,812.00 shares. In addition, there have been 9 sales at an average price of $28.00 for 11,600.00 shares. Based on historical transaction data and IBKR's current price of $64.05, Steward Values Enhanced Small-Mid Cap Fund's estimated gain on his IBKR holdings is $1.06 Mil, reflecting a 170.38% gain to date.
Steward Values Enhanced Small-Mid Cap Fund IBKR ($64.05) Holding Chart
Steward Values Enhanced Small-Mid Cap 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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