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IEQ Capital’s Interactive Brokers IBKR Stock Holding History

IEQ Capital’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
-7,323
Closed -$491K – 2094
2026
Q1 		$491K Buy
7,323
+3,219
+78% +$230K ﹤0.01% 1315
2025
Q4 		$264K Buy
+4,104
New +$275K ﹤0.01% 1590
2024
Q4 		– Sell
-13,720
Closed -$478K – 1380
2024
Q3 		$478K Buy
+13,720
New +$425K 0.01% 769

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

IEQ Capital's IBKR Position: Q2 2026 in Review

IEQ Capital sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 7,323 shares — an estimated $491K sold.

IEQ Capital first reported a position in IBKR in Q3 2024 and held it in 3 quarters. The position peaked at $491K in Q1 2026. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • IEQ Capital reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • IEQ Capital sold 7,323 Interactive Brokers shares in Q2 2026, an estimated $491K.
  • IEQ Capital first reported a position in Interactive Brokers in Q3 2024 and held it in 3 quarters.
  • IEQ Capital's Interactive Brokers position peaked at $491K in Q1 2026.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.