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 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 $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

Envestnet Portfolio Solutions's IBKR Position: Q1 2026 in Review

Envestnet Portfolio Solutions increased its Interactive Brokers (IBKR) stake by 62% in Q1 2026, buying an estimated $624K and bringing the position to 22,929 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #517.

Envestnet Portfolio Solutions first reported a position in IBKR in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Envestnet Portfolio Solutions held 22,929 shares of Interactive Brokers worth $1.54M as of Q1 2026.
Envestnet Portfolio Solutions bought 8,736 Interactive Brokers shares in Q1 2026, an estimated $624K.
Interactive Brokers made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #517 holding.
Envestnet Portfolio Solutions first reported a position in Interactive Brokers in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Interactive Brokers position peaked at $3.1M in Q3 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.