Clearstead Advisors’s Interactive Brokers IBKR Stock Holding History

Clearstead 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	$193K	Sell	2,877 -1,050	-27%	-$74.9K	﹤0.01%	1003
2025 Q4	$253K	Buy	3,927 +1,843	+88%	+$123K	﹤0.01%	868
2025 Q3	$143K	Sell	2,084 -836	-29%	-$52.6K	﹤0.01%	951
2025 Q2	$162K	Sell	2,920 -1,336	-31%	-$63.4K	﹤0.01%	933
2025 Q1	$176K	Sell	4,256 -4,444	-51%	-$220K	﹤0.01%	861
2024 Q4	$384K	Sell	8,700 -68	-0.8%	-$2.86K	0.01%	645
2024 Q3	$305K	Sell	8,768 -192	-2%	-$5.95K	﹤0.01%	720
2024 Q2	$275K	Buy	8,960 +8,868	+9,639%	+$265K	﹤0.01%	716
2024 Q1	$2.77K	Hold	92	–	–	﹤0.01%	1270
2023 Q4	$1.91K	Sell	92 -92	-50%	-$1.88K	﹤0.01%	1294
2023 Q3	$3.98K	Buy	184 +92	+100%	+$2.05K	﹤0.01%	1286
2023 Q2	$1.91K	Sell	92 -92	-50%	-$1.81K	﹤0.01%	1161
2023 Q1	$3.8K	Buy	+184	New	+$3.75K	﹤0.01%	1052

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

Clearstead Advisors's IBKR Position: Q1 2026 in Review

Clearstead Advisors reduced its Interactive Brokers (IBKR) stake by 27% in Q1 2026, selling an estimated $74.9K and leaving 2,877 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Clearstead Advisors first reported a position in IBKR in Q1 2023 and has held it in 13 quarters since. The position peaked at $384K in Q4 2024. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Clearstead Advisors held 2,877 shares of Interactive Brokers worth $193K as of Q1 2026.
Clearstead Advisors sold 1,050 Interactive Brokers shares in Q1 2026, an estimated $74.9K.
Interactive Brokers made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1003 holding.
Clearstead Advisors first reported a position in Interactive Brokers in Q1 2023 and has held it in 13 quarters since.
Clearstead Advisors's Interactive Brokers position peaked at $384K in Q4 2024.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.