EF
IBKR icon

Empowered Funds’s Interactive Brokers IBKR Stock Holding History

Empowered Funds’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 		$3.33M Buy
38,305
+7,579
+25% +$631K 0.02% 904
2026
Q1 		$2.06M Sell
30,726
-98,197
-76% -$7.01M 0.01% 1091
2025
Q4 		$8.29M Sell
128,923
-21,864
-14% -$1.46M 0.14% 170
2025
Q3 		$10.4M Buy
150,787
+13,318
+10% +$838K 0.1% 212
2025
Q2 		$7.62M Sell
137,469
-19,055
-12% -$904K 0.09% 302
2025
Q1 		$6.48M Buy
156,524
+4,624
+3% +$229K 0.09% 304
2024
Q4 		$6.71M Buy
151,900
+145,764
+2,376% +$6.14M 0.1% 286
2024
Q3 		$214K Sell
6,136
-143,696
-96% -$4.45M ﹤0.01% 1314
2024
Q2 		$4.59M Buy
+149,832
New +$4.47M 0.08% 341
2023
Q4 		– Sell
-31,160
Closed -$674K – 1285
2023
Q3 		$674K Buy
+31,160
New +$693K 0.02% 807
2018
Q3 		– Sell
-83,712
Closed -$1.36M – 110
2018
Q2 		$1.36M Buy
83,712
+13,004
+18% +$235K 0.43% 86
2018
Q1 		$1.16M Buy
+70,708
New +$1.17M 0.42% 69

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

Empowered Funds's IBKR Position: Q2 2026 in Review

Empowered Funds increased its Interactive Brokers (IBKR) stake by 25% in Q2 2026, buying an estimated $631K and bringing the position to 38,305 shares worth $3.33M. The position accounts for 0.02% of the portfolio, ranked #904.

Empowered Funds first reported a position in IBKR in Q1 2018 and has held it in 12 quarters since. The position peaked at $10.4M in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Empowered Funds held 38,305 shares of Interactive Brokers worth $3.33M as of Q2 2026.
  • Empowered Funds bought 7,579 Interactive Brokers shares in Q2 2026, an estimated $631K.
  • Interactive Brokers made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #904 holding.
  • Empowered Funds first reported a position in Interactive Brokers in Q1 2018 and has held it in 12 quarters since.
  • Empowered Funds's Interactive Brokers position peaked at $10.4M in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.