Virtus KAR Small-Mid Cap Core Fund IBKR Holdings History
Virtus KAR Small-Mid Cap Core Fund's Interactive Brokers Group Inc Holding Summary
As of 2025-03-31, VIRTUS EQUITY TRUST held 1.89 Mil shares of Interactive Brokers Group Inc(IBKR), totaling $78.43 Mil. This investment constitutes 3.99% of their stock portfolio, and VIRTUS EQUITY TRUST now holds 0.11% of the outstanding Interactive Brokers Group Inc(IBKR) stock.
The initial trade took place in 2019Q3. And since then Virtus KAR Small-Mid Cap Core Fund has made 17 purchases of IBKR, at an average price of $17.72, for a total of 3.04 Mil shares. In addition, there have been 5 sales at an average price of $30.45 for 1.15 Mil shares. Based on historical transaction data and IBKR's current price of $57.78, Virtus KAR Small-Mid Cap Core Fund's estimated gain on his IBKR holdings is $90.55 Mil, reflecting a 167.85% gain to date.
Virtus KAR Small-Mid Cap Core Fund IBKR ($57.78) Holding Chart
Virtus KAR Small-Mid Cap Core Fund IBKR ($57.78) 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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