Advisory Services Network’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.14M | Buy |
31,907
+8,918
| +39% | +$637K | 0.03% | 628 |
|
|
2025
Q4 | $1.48M | Buy |
22,989
+1,110
| +5% | +$74.3K | 0.02% | 730 |
|
|
2025
Q3 | $1.51M | Buy |
21,879
+11,035
| +102% | +$694K | 0.02% | 701 |
|
|
2025
Q2 | $711K | Buy |
10,844
+4,816
| +80% | +$228K | 0.01% | 990 |
|
|
2025
Q1 | $250K | Buy |
+6,028
| New | +$299K | ﹤0.01% | 1413 |
|
|
2024
Q2 | – | Sell |
-9,644
| Closed | -$269K | – | 1572 |
|
|
2024
Q1 | $269K | Sell |
9,644
-4,040
| -30% | -$101K | 0.01% | 1201 |
|
|
2023
Q4 | $284K | Sell |
13,684
-952
| -7% | -$19.5K | 0.01% | 1118 |
|
|
2023
Q3 | $317K | Sell |
14,636
-76
| -0.5% | -$1.69K | 0.01% | 1118 |
|
|
2023
Q2 | $306K | Sell |
14,712
-2,628
| -15% | -$51.9K | 0.01% | 1120 |
|
|
2023
Q1 | $358K | Buy |
17,340
+6,412
| +59% | +$131K | 0.01% | 1058 |
|
|
2022
Q4 | $198K | Buy |
+10,928
| New | +$204K | 0.01% | 1272 |
|
|
2022
Q3 | – | Sell |
-30,832
| Closed | -$424K | – | 1403 |
|
|
2022
Q2 | $424K | Sell |
30,832
-228
| -0.7% | -$3.38K | 0.01% | 910 |
|
|
2022
Q1 | $511K | Buy |
+31,060
| New | +$535K | 0.02% | 899 |
|
|
2021
Q3 | – | Sell |
-40
| Closed | -$1K | – | 2257 |
|
|
2021
Q2 | $1K | Buy |
+40
| New | +$692 | ﹤0.01% | 3469 |
|
|
2021
Q1 | – | Sell |
-40
| Closed | -$1K | – | 2071 |
|
|
2020
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 3150 |
|
|
2020
Q3 | $0 | Buy |
+40
| New | +$499 | ﹤0.01% | 3590 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 1823 |
|
|
2020
Q1 | $0 | Sell |
4
-180
| -98% | -$2.18K | ﹤0.01% | 3157 |
|
|
2019
Q4 | $2K | Sell |
184
-780
| -81% | -$9.15K | ﹤0.01% | 2842 |
|
|
2019
Q3 | $13K | Hold |
964
| – | – | ﹤0.01% | 2044 |
|
|
2019
Q2 | $13K | Buy |
964
+960
| +24,000% | +$13K | ﹤0.01% | 2042 |
|
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 2601 |
|
|
2018
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2597 |
|
|
2018
Q3 | $0 | Sell |
4
-19,876
| -100% | -$302K | ﹤0.01% | 2554 |
|
|
2018
Q2 | $309K | Buy |
19,880
+18,196
| +1,081% | +$329K | 0.02% | 623 |
|
|
2018
Q1 | $28K | Buy |
1,684
+1,680
| +42,000% | +$27.8K | ﹤0.01% | 1517 |
|
|
2017
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2576 |
|
|
2017
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2379 |
|
|
2017
Q2 | $0 | Sell |
4
-23,380
| -100% | -$208K | ﹤0.01% | 2334 |
|
|
2017
Q1 | $203K | Buy |
+23,384
| New | +$218K | 0.03% | 598 |
|
|
2016
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 2032 |
|
|
2016
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 1892 |
|
|
2016
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 1722 |
|
|
2015
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 1566 |
|
|
2015
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 1547 |
|
|
2015
Q2 | $0 | Buy |
+12
| New | +$109 | ﹤0.01% | 1448 |
|
Other funds holding IBKR
VCM
VPM
CCM
GWM
Advisory Services Network's IBKR Position: Q1 2026 in Review
Advisory Services Network increased its Interactive Brokers (IBKR) stake by 39% in Q1 2026, buying an estimated $637K and bringing the position to 31,907 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #628.
Advisory Services Network first reported a position in IBKR in Q2 2015 and has held it in 35 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.
- Advisory Services Network held 31,907 shares of Interactive Brokers worth $2.14M as of Q1 2026.
- Advisory Services Network bought 8,918 Interactive Brokers shares in Q1 2026, an estimated $637K.
- Interactive Brokers made up 0.03% of Advisory Services Network's portfolio in Q1 2026, its #628 holding.
- Advisory Services Network first reported a position in Interactive Brokers in Q2 2015 and has held it in 35 quarters since.
- 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.