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Arkfeld Wealth Strategies’s Interactive Brokers IBKR Stock Holding History

Arkfeld Wealth Strategies’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 		$4.22M Sell
43,970
-406
-0.9% -$33.8K 1.26% 21
2026
Q1 		$3.54M Buy
44,376
+683
+2% +$48.8K 1.12% 22
2025
Q4 		$3.12M Buy
+43,693
New +$2.92M 1.07% 22

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Arkfeld Wealth Strategies's IBKR Position: Q2 2026 in Review

Arkfeld Wealth Strategies reduced its Interactive Brokers (IBKR) stake by 0.91% in Q2 2026, selling an estimated $33.8K and leaving 43,970 shares worth $4.22M. The position accounts for 1.26% of the portfolio, ranked #21.

Arkfeld Wealth Strategies first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Arkfeld Wealth Strategies held 43,970 shares of Interactive Brokers worth $4.22M as of Q2 2026.
  • Arkfeld Wealth Strategies sold 406 Interactive Brokers shares in Q2 2026, an estimated $33.8K.
  • Interactive Brokers made up 1.26% of Arkfeld Wealth Strategies's portfolio in Q2 2026, its #21 holding.
  • Arkfeld Wealth Strategies first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.