Envestnet Portfolio Solutions’s Interactive Brokers IBKR Stock Holding History

Envestnet Portfolio Solutions’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	$2.7M	Buy	31,052 +8,123	+35%	+$676K	0.01%	442
2026 Q1	$1.54M	Buy	22,929 +8,736	+62%	+$624K	0.01%	517
2025 Q4	$913K	Sell	14,193 -30,920	-69%	-$2.07M	﹤0.01%	788
2025 Q3	$3.1M	Sell	45,113 -9,670	-18%	-$608K	0.01%	436
2025 Q2	$3.04M	Buy	54,783 +19,991	+57%	+$948K	0.01%	458
2025 Q1	$1.44M	Sell	34,792 -11,900	-25%	-$590K	0.01%	691
2024 Q4	$2.06M	Sell	46,692 -364	-0.8%	-$15.3K	0.01%	655
2024 Q3	$1.64M	Buy	47,056 +1,684	+4%	+$52.1K	0.01%	732
2024 Q2	$1.39M	Buy	45,372 +752	+2%	+$22.4K	﹤0.01%	755
2024 Q1	$1.25M	Buy	44,620 +6,728	+18%	+$168K	﹤0.01%	779
2023 Q4	$785K	Buy	37,892 +1,892	+5%	+$38.7K	﹤0.01%	869
2023 Q3	$779K	Buy	+36,000	New	+$801K	﹤0.01%	812

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Envestnet Portfolio Solutions's IBKR Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Interactive Brokers (IBKR) stake by 35% in Q2 2026, buying an estimated $676K and bringing the position to 31,052 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #442.

Envestnet Portfolio Solutions first reported a position in IBKR in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.1M in Q3 2025. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Envestnet Portfolio Solutions held 31,052 shares of Interactive Brokers worth $2.7M as of Q2 2026.
Envestnet Portfolio Solutions bought 8,123 Interactive Brokers shares in Q2 2026, an estimated $676K.
Interactive Brokers made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #442 holding.
Envestnet Portfolio Solutions first reported a position in Interactive Brokers in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Interactive Brokers position peaked at $3.1M in Q3 2025.
1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.