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Evolve Private Wealth’s Interactive Brokers IBKR Stock Holding History

Evolve Private Wealth’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 		– Sell
-3,613
Closed -$242K – 1107
2026
Q1 		$242K Buy
3,613
+300
+9% +$21.4K 0.01% 868
2025
Q4 		$213K Buy
+3,313
New +$222K 0.01% 848

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

Evolve Private Wealth's IBKR Position: Q2 2026 in Review

Evolve Private Wealth sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 3,613 shares — an estimated $242K sold.

Evolve Private Wealth first reported a position in IBKR in Q4 2025 and held it in 2 quarters. The position peaked at $242K in Q1 2026. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Evolve Private Wealth reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 3,613 Interactive Brokers shares in Q2 2026, an estimated $242K.
  • Evolve Private Wealth first reported a position in Interactive Brokers in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Interactive Brokers position peaked at $242K in Q1 2026.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.