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Arkadios Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Arkadios Wealth Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.43M Sell
39,450
-3,963
-9% -$330K 0.05% 359
2026
Q1 		$2.91M Sell
43,413
-2,331
-5% -$166K 0.05% 396
2025
Q4 		$2.94M Sell
45,744
-3,353
-7% -$224K 0.06% 337
2025
Q3 		$3.38M Sell
49,097
-1,603
-3% -$101K 0.08% 265
2025
Q2 		$2.81M Buy
50,700
+26,176
+107% +$1.24M 0.08% 263
2025
Q1 		$1.02M Sell
24,524
-152
-0.6% -$7.53K 0.04% 455
2024
Q4 		$1.09M Sell
24,676
-456
-2% -$19.2K 0.06% 310
2024
Q3 		$876K Buy
25,132
+960
+4% +$29.7K 0.05% 355
2024
Q2 		$741K Buy
24,172
+72
+0.3% +$2.15K 0.05% 351
2024
Q1 		$673K Hold
24,100
– – 0.05% 320
2023
Q4 		$499K Hold
24,100
– – 0.04% 367
2023
Q3 		$522K Hold
24,100
– – 0.05% 325
2023
Q2 		$500K Sell
24,100
-696
-3% -$13.7K 0.06% 307
2023
Q1 		$512K Buy
+24,796
New +$505K 0.06% 298

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arkadios Wealth Advisors's IBKR Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Interactive Brokers (IBKR) stake by 9.1% in Q2 2026, selling an estimated $330K and leaving 39,450 shares worth $3.43M. The position accounts for 0.05% of the portfolio, ranked #359.

Arkadios Wealth Advisors first reported a position in IBKR in Q1 2023 and has held it in 14 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Arkadios Wealth Advisors held 39,450 shares of Interactive Brokers worth $3.43M as of Q2 2026.
  • Arkadios Wealth Advisors sold 3,963 Interactive Brokers shares in Q2 2026, an estimated $330K.
  • Interactive Brokers made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #359 holding.
  • Arkadios Wealth Advisors first reported a position in Interactive Brokers in Q1 2023 and has held it in 14 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.