GHP Investment Advisors’s Interactive Brokers IBKR Stock Holding History

GHP 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	$218K	Hold	2,501	–	–	0.01%	394
2026 Q1	$168K	Hold	2,501	–	–	0.01%	406
2025 Q4	$161K	Hold	2,501	–	–	0.01%	408
2025 Q3	$172K	Hold	2,501	–	–	0.01%	397
2025 Q2	$139K	Sell	2,501 -455	-15%	-$21.6K	0.01%	408
2025 Q1	$122K	Sell	2,956 -184	-6%	-$9.12K	0.01%	405
2024 Q4	$139K	Hold	3,140	–	–	0.01%	407
2024 Q3	$109K	Hold	3,140	–	–	0.01%	424
2024 Q2	$96.2K	Sell	3,140 -408	-11%	-$12.2K	﹤0.01%	434
2024 Q1	$99.1K	Hold	3,548	–	–	﹤0.01%	431
2023 Q4	$73.5K	Hold	3,548	–	–	﹤0.01%	453
2023 Q3	$75.5K	Hold	3,548	–	–	﹤0.01%	451
2023 Q2	$81.3K	Buy	+3,548	New	+$70K	﹤0.01%	446

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 $3.37T AUM 44.26% 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 $2.74B AUM 36.19% 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

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

GHP Investment Advisors held its Interactive Brokers (IBKR) position steady in Q2 2026 at 2,501 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #394.

GHP Investment Advisors first reported a position in IBKR in Q2 2023 and has held it in 13 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

GHP Investment Advisors held 2,501 shares of Interactive Brokers worth $218K as of Q2 2026.
GHP Investment Advisors left its Interactive Brokers share count unchanged in Q2 2026.
Interactive Brokers made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #394 holding.
GHP Investment Advisors first reported a position in Interactive Brokers in Q2 2023 and has held it in 13 quarters since.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.