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Cassaday & Co Wealth Management’s Interactive Brokers IBKR Stock Holding History

Cassaday & Co Wealth Management’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 		$6.02K Hold
69
– – ﹤0.01% 932
2026
Q1 		$4.63K Buy
+69
New +$4.92K ﹤0.01% 983

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

Cassaday & Co Wealth Management's IBKR Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Interactive Brokers (IBKR) position steady in Q2 2026 at 69 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Cassaday & Co Wealth Management first reported a position in IBKR in Q1 2026 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Cassaday & Co Wealth Management held 69 shares of Interactive Brokers worth $6.02K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #932 holding.
  • Cassaday & Co Wealth Management first reported a position in Interactive Brokers in Q1 2026 and has held it in 2 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.