Capital Rotation Observatory
S&P 500 matched sample
Observatory ยท observe first

Interactive Brokers

IBKR ยท United States ยท Investment Banking & Brokerage ยท matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
0.005%
12M weight contribution
+0.005 pp
3M weight contribution
+0.005 pp
12M price return
+94.2%

Share of matched S&P 500 members

Monthly observations through Aug 2025

Company price index

A separate dimension from market allocation

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Aug 2025$2.6bn0.005%+0.005 pp+94.2%Yes

Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.