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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arkadios Wealth Advisors's IBKR Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Interactive Brokers (IBKR) stake by 5.1% in Q1 2026, selling an estimated $166K and leaving 43,413 shares worth $2.91M. The position accounts for 0.05% of the portfolio, ranked #396.

Arkadios Wealth Advisors first reported a position in IBKR in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.38M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Arkadios Wealth Advisors held 43,413 shares of Interactive Brokers worth $2.91M as of Q1 2026.
Arkadios Wealth Advisors sold 2,331 Interactive Brokers shares in Q1 2026, an estimated $166K.
Interactive Brokers made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #396 holding.
Arkadios Wealth Advisors first reported a position in Interactive Brokers in Q1 2023 and has held it in 13 quarters since.
Arkadios Wealth Advisors's Interactive Brokers position peaked at $3.38M in Q3 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.