FIA
IBKR icon

Foundations Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Foundations Investment Advisors’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
-4,610
Closed -$309K – 1256
2026
Q1 		$309K Sell
4,610
-1,649
-26% -$118K ﹤0.01% 891
2025
Q4 		$403K Buy
+6,259
New +$419K 0.01% 787

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

Foundations Investment Advisors's IBKR Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 4,610 shares — an estimated $309K sold.

Foundations Investment Advisors first reported a position in IBKR in Q4 2025 and held it in 2 quarters. The position peaked at $403K in Q4 2025. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Foundations Investment Advisors reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,610 Interactive Brokers shares in Q2 2026, an estimated $309K.
  • Foundations Investment Advisors first reported a position in Interactive Brokers in Q4 2025 and held it in 2 quarters.
  • Foundations Investment Advisors's Interactive Brokers position peaked at $403K in Q4 2025.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.