Creative Planning’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.93M | Buy |
73,431
+19,134
| +35% | +$1.37M | ﹤0.01% | 1213 |
|
|
2025
Q4 | $3.49M | Buy |
54,297
+3,939
| +8% | +$264K | ﹤0.01% | 1262 |
|
|
2025
Q3 | $3.47M | Buy |
50,358
+9,501
| +23% | +$598K | ﹤0.01% | 1106 |
|
|
2025
Q2 | $2.26M | Buy |
40,857
+425
| +1% | +$20.2K | ﹤0.01% | 1225 |
|
|
2025
Q1 | $1.67M | Buy |
40,432
+644
| +2% | +$31.9K | ﹤0.01% | 1317 |
|
|
2024
Q4 | $1.76M | Buy |
39,788
+7,004
| +21% | +$295K | ﹤0.01% | 1222 |
|
|
2024
Q3 | $1.14M | Buy |
32,784
+1,712
| +6% | +$53K | ﹤0.01% | 1419 |
|
|
2024
Q2 | $952K | Buy |
31,072
+3,380
| +12% | +$101K | ﹤0.01% | 1434 |
|
|
2024
Q1 | $773K | Buy |
27,692
+3,932
| +17% | +$97.9K | ﹤0.01% | 1527 |
|
|
2023
Q4 | $492K | Sell |
23,760
-16,336
| -41% | -$334K | ﹤0.01% | 1723 |
|
|
2023
Q3 | $868K | Buy |
40,096
+2,980
| +8% | +$66.3K | ﹤0.01% | 1235 |
|
|
2023
Q2 | $771K | Buy |
37,116
+11,188
| +43% | +$221K | ﹤0.01% | 1271 |
|
|
2023
Q1 | $535K | Buy |
25,928
+3,524
| +16% | +$71.7K | ﹤0.01% | 1421 |
|
|
2022
Q4 | $405K | Buy |
22,404
+28
| +0.1% | +$523 | ﹤0.01% | 1537 |
|
|
2022
Q3 | $358K | Buy |
+22,376
| New | +$345K | ﹤0.01% | 1533 |
|
|
2022
Q1 | – | Sell |
-12,780
| Closed | -$254K | – | 2391 |
|
|
2021
Q4 | $254K | Buy |
+12,780
| New | +$238K | ﹤0.01% | 1729 |
|
|
2019
Q3 | – | Sell |
-13,340
| Closed | -$181K | – | 2045 |
|
|
2019
Q2 | $181K | Buy |
+13,340
| New | +$181K | ﹤0.01% | 1646 |
|
|
2018
Q2 | – | Sell |
-12,340
| Closed | -$207K | – | 2110 |
|
|
2018
Q1 | $207K | Sell |
12,340
-1,576
| -11% | -$26.1K | ﹤0.01% | 1590 |
|
|
2017
Q4 | $206K | Buy |
+13,916
| New | +$190K | ﹤0.01% | 1589 |
|
|
2017
Q3 | – | Sell |
-10,000
| Closed | -$94K | – | 2726 |
|
|
2017
Q2 | $94K | Buy |
10,000
+388
| +4% | +$3.44K | ﹤0.01% | 2035 |
|
|
2017
Q1 | $83K | Buy |
9,612
+612
| +7% | +$5.7K | ﹤0.01% | 2079 |
|
|
2016
Q4 | $82K | Sell |
9,000
-5,348
| -37% | -$48.7K | ﹤0.01% | 2000 |
|
|
2016
Q3 | $127K | Buy |
14,348
+7,392
| +106% | +$65.5K | ﹤0.01% | 1678 |
|
|
2016
Q2 | $62K | Sell |
6,956
-1,800
| -21% | -$17.2K | ﹤0.01% | 1986 |
|
|
2016
Q1 | $86K | Buy |
8,756
+904
| +12% | +$7.98K | ﹤0.01% | 1722 |
|
|
2015
Q4 | $86K | Buy |
7,852
+956
| +14% | +$9.98K | ﹤0.01% | 1728 |
|
|
2015
Q3 | $68K | Buy |
+6,896
| New | +$71K | ﹤0.01% | 1830 |
|
|
2015
Q2 | – | Sell |
-8,364
| Closed | -$71K | – | 1949 |
|
|
2015
Q1 | $71K | Sell |
8,364
-200
| -2% | -$1.59K | ﹤0.01% | 1769 |
|
|
2014
Q4 | $62K | Buy |
8,564
+2,800
| +49% | +$18.7K | ﹤0.01% | 1857 |
|
|
2014
Q3 | $36K | Hold |
5,764
| – | – | ﹤0.01% | 2147 |
|
|
2014
Q2 | $34K | Hold |
5,764
| – | – | ﹤0.01% | 2140 |
|
|
2014
Q1 | $31K | Hold |
5,764
| – | – | ﹤0.01% | 2116 |
|
|
2013
Q4 | $35K | Sell |
5,764
-4,400
| -43% | -$24.6K | ﹤0.01% | 1825 |
|
|
2013
Q3 | $48K | Buy |
+10,164
| New | +$43.6K | ﹤0.01% | 1536 |
|
Other funds holding IBKR
VCM
VPM
CCM
GWM
Creative Planning's IBKR Position: Q1 2026 in Review
Creative Planning increased its Interactive Brokers (IBKR) stake by 35% in Q1 2026, buying an estimated $1.37M and bringing the position to 73,431 shares worth $4.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1213.
Creative Planning first reported a position in IBKR in Q3 2013 and has held it in 34 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.
- Creative Planning held 73,431 shares of Interactive Brokers worth $4.93M as of Q1 2026.
- Creative Planning bought 19,134 Interactive Brokers shares in Q1 2026, an estimated $1.37M.
- Interactive Brokers made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1213 holding.
- Creative Planning first reported a position in Interactive Brokers in Q3 2013 and has held it in 34 quarters since.
- 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.