IFP Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $250K | Buy |
2,875
+5
| +0.2% | +$416 | ﹤0.01% | 1384 |
|
|
2026
Q1 | $192K | Buy |
2,870
+154
| +6% | +$11K | ﹤0.01% | 1420 |
|
|
2025
Q4 | $175K | Sell |
2,716
-1,168
| -30% | -$78.2K | ﹤0.01% | 1446 |
|
|
2025
Q3 | $267K | Sell |
3,884
-1,026
| -21% | -$64.6K | 0.01% | 1154 |
|
|
2025
Q2 | $293K | Sell |
4,910
-2,070
| -30% | -$98.2K | 0.01% | 1071 |
|
|
2025
Q1 | $289K | Sell |
6,980
-1,844
| -21% | -$91.4K | 0.01% | 993 |
|
|
2024
Q4 | $390K | Sell |
8,824
-768
| -8% | -$32.3K | 0.01% | 829 |
|
|
2024
Q3 | $334K | Buy |
9,592
+6,876
| +253% | +$213K | 0.01% | 853 |
|
|
2024
Q2 | $83.3K | Buy |
2,716
+2,380
| +708% | +$71K | ﹤0.01% | 1440 |
|
|
2024
Q1 | $9.43K | Buy |
336
+152
| +83% | +$3.79K | ﹤0.01% | 2255 |
|
|
2023
Q4 | $3.85K | Sell |
184
-3,220
| -95% | -$65.9K | ﹤0.01% | 2503 |
|
|
2023
Q3 | $73.7K | Buy |
3,404
+3,212
| +1,673% | +$71.5K | ﹤0.01% | 1401 |
|
|
2023
Q2 | $3.98K | Buy |
192
+148
| +336% | +$2.92K | ﹤0.01% | 2628 |
|
|
2023
Q1 | $785 | Sell |
44
-2,304
| -98% | -$46.9K | ﹤0.01% | 3127 |
|
|
2022
Q4 | $51K | Buy |
2,348
+1,964
| +511% | +$36.7K | ﹤0.01% | 2234 |
|
|
2022
Q3 | $10K | Buy |
384
+136
| +55% | +$2.1K | ﹤0.01% | 3644 |
|
|
2022
Q2 | $7K | Hold |
248
| – | – | ﹤0.01% | 3602 |
|
|
2022
Q1 | $7K | Buy |
248
+244
| +6,100% | +$4.2K | ﹤0.01% | 3601 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$74 | ﹤0.01% | 3025 |
|
|
2020
Q2 | – | Sell |
-60
| Closed | -$627 | – | 2824 |
|
|
2020
Q1 | $1K | Buy |
+60
| New | +$725 | ﹤0.01% | 2546 |
|
|
2019
Q1 | – | Sell |
-48
| Closed | -$1K | – | 2834 |
|
|
2018
Q4 | $1K | Sell |
48
-404
| -89% | -$5.39K | ﹤0.01% | 3319 |
|
|
2018
Q3 | $6K | Sell |
452
-3,540
| -89% | -$53.7K | ﹤0.01% | 3133 |
|
|
2018
Q2 | $64K | Buy |
3,992
+3,540
| +783% | +$64.1K | ﹤0.01% | 1766 |
|
|
2018
Q1 | $7K | Hold |
452
| – | – | ﹤0.01% | 2996 |
|
|
2017
Q4 | $7K | Hold |
452
| – | – | ﹤0.01% | 3042 |
|
|
2017
Q3 | $5K | Hold |
452
| – | – | ﹤0.01% | 3391 |
|
|
2017
Q2 | $4K | Hold |
452
| – | – | ﹤0.01% | 3501 |
|
|
2017
Q1 | $4K | Sell |
452
-3,444
| -88% | -$32.1K | ﹤0.01% | 3411 |
|
|
2016
Q4 | $36K | Hold |
3,896
| – | – | ﹤0.01% | 2073 |
|
|
2016
Q3 | $34K | Buy |
3,896
+372
| +11% | +$3.29K | ﹤0.01% | 2055 |
|
|
2016
Q2 | $31K | Buy |
+3,524
| New | +$33.6K | ﹤0.01% | 2055 |
|
|
2016
Q1 | – | Sell |
-3,452
| Closed | -$38K | – | 2846 |
|
|
2015
Q4 | $38K | Buy |
+3,452
| New | +$36K | ﹤0.01% | 1777 |
|
Other funds holding IBKR
GWM
IFP Advisors's IBKR Position: Q2 2026 in Review
IFP Advisors increased its Interactive Brokers (IBKR) stake by 0.17% in Q2 2026, buying an estimated $416 and bringing the position to 2,875 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.
IFP Advisors first reported a position in IBKR in Q4 2015 and has held it in 32 quarters since. The position peaked at $390K in Q4 2024. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.
- IFP Advisors held 2,875 shares of Interactive Brokers worth $250K as of Q2 2026.
- IFP Advisors bought 5 Interactive Brokers shares in Q2 2026, an estimated $416.
- Interactive Brokers made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1384 holding.
- IFP Advisors first reported a position in Interactive Brokers in Q4 2015 and has held it in 32 quarters since.
- IFP Advisors's Interactive Brokers position peaked at $390K in Q4 2024.
- 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.