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IBEX Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

IBEX Wealth 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
Q1 		$10.7M Buy
159,743
+5,251
+3% +$375K 1% 28
2025
Q4 		$9.94M Buy
154,492
+8,139
+6% +$545K 0.97% 28
2025
Q3 		$10.1M Buy
146,353
+4,647
+3% +$292K 0.96% 24
2025
Q2 		$7.85M Buy
141,706
+3,134
+2% +$149K 0.84% 34
2025
Q1 		$5.74M Buy
138,572
+13,980
+11% +$693K 0.76% 48
2024
Q4 		$5.5M Buy
+124,592
New +$5.25M 0.65% 49
2024
Q3 		– Sell
-106,584
Closed -$3.27M – 163
2024
Q2 		$3.27M Buy
+106,584
New +$3.18M 0.51% 61
2022
Q1 		– Sell
-15,388
Closed -$306K – 187
2021
Q4 		$306K Buy
+15,388
New +$286K 0.05% 149

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IBEX Wealth Advisors's IBKR Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Interactive Brokers (IBKR) stake by 3.4% in Q1 2026, buying an estimated $375K and bringing the position to 159,743 shares worth $10.7M. The position accounts for 1% of the portfolio, ranked #28.

IBEX Wealth Advisors first reported a position in IBKR in Q4 2021 and has held it in 8 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • IBEX Wealth Advisors held 159,743 shares of Interactive Brokers worth $10.7M as of Q1 2026.
  • IBEX Wealth Advisors bought 5,251 Interactive Brokers shares in Q1 2026, an estimated $375K.
  • Interactive Brokers made up 1% of IBEX Wealth Advisors's portfolio in Q1 2026, its #28 holding.
  • IBEX Wealth Advisors first reported a position in Interactive Brokers in Q4 2021 and has held it in 8 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.