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Basecamp Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Basecamp 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 		$7.22K Buy
83
+20
+32% +$1.67K ﹤0.01% 1090
2026
Q1 		$4.22K Hold
63
– – ﹤0.01% 1222
2025
Q4 		$4.05K Buy
+63
New +$4.22K ﹤0.01% 1196

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

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

Basecamp Wealth Advisors increased its Interactive Brokers (IBKR) stake by 32% in Q2 2026, buying an estimated $1.67K and bringing the position to 83 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Basecamp Wealth Advisors first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Basecamp Wealth Advisors held 83 shares of Interactive Brokers worth $7.22K as of Q2 2026.
  • Basecamp Wealth Advisors bought 20 Interactive Brokers shares in Q2 2026, an estimated $1.67K.
  • Interactive Brokers made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1090 holding.
  • Basecamp Wealth Advisors first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.