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Caitlin John’s Interactive Brokers IBKR Stock Holding History

Caitlin John’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 		$987K Buy
11,337
+11,234
+10,907% +$935K 0.54% 43
2026
Q1 		$6.91K Sell
103
-56
-35% -$4K ﹤0.01% 579
2025
Q4 		$10.2K Sell
159
-25,036
-99% -$1.68M 0.01% 541
2025
Q3 		$1.73M Buy
25,195
+153
+0.6% +$9.63K 1.21% 18
2025
Q2 		$1.39M Buy
+25,042
New +$1.19M 1.26% 27
2025
Q1 		– Sell
-588
Closed -$26K – 420
2024
Q4 		$26K Sell
588
-32
-5% -$1.35K 0.02% 337
2024
Q3 		$27.7K Buy
+620
New +$19.2K 0.02% 339

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

Caitlin John's IBKR Position: Q2 2026 in Review

Caitlin John increased its Interactive Brokers (IBKR) stake by 10,907% in Q2 2026, buying an estimated $935K and bringing the position to 11,337 shares worth $987K. The position accounts for 0.54% of the portfolio, ranked #43.

Caitlin John first reported a position in IBKR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.73M in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Caitlin John held 11,337 shares of Interactive Brokers worth $987K as of Q2 2026.
  • Caitlin John bought 11,234 Interactive Brokers shares in Q2 2026, an estimated $935K.
  • Interactive Brokers made up 0.54% of Caitlin John's portfolio in Q2 2026, its #43 holding.
  • Caitlin John first reported a position in Interactive Brokers in Q3 2024 and has held it in 7 quarters since.
  • Caitlin John's Interactive Brokers position peaked at $1.73M in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.