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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
Q2 		$268K Buy
3,083
+206
+7% +$17.1K ﹤0.01% 962
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 Hold
92
– – ﹤0.01% 1294
2023
Q3 		$1.99K Hold
92
– – ﹤0.01% 1246
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
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

Clearstead Advisors's IBKR Position: Q2 2026 in Review

Clearstead Advisors increased its Interactive Brokers (IBKR) stake by 7.2% in Q2 2026, buying an estimated $17.1K and bringing the position to 3,083 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Clearstead Advisors first reported a position in IBKR in Q1 2023 and has held it in 14 quarters since. The position peaked at $384K in Q4 2024. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Clearstead Advisors held 3,083 shares of Interactive Brokers worth $268K as of Q2 2026.
  • Clearstead Advisors bought 206 Interactive Brokers shares in Q2 2026, an estimated $17.1K.
  • Interactive Brokers made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #962 holding.
  • Clearstead Advisors first reported a position in Interactive Brokers in Q1 2023 and has held it in 14 quarters since.
  • Clearstead Advisors's Interactive Brokers position peaked at $384K in Q4 2024.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.