IAA
IBKR icon

Independent Advisor Alliance’s Interactive Brokers IBKR Stock Holding History

Independent Advisor Alliance’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 		$478K Buy
5,494
+365
+7% +$30.4K 0.01% 684
2026
Q1 		$344K Sell
5,129
-1,040
-17% -$74.2K ﹤0.01% 1268
2025
Q4 		$397K Buy
6,169
+178
+3% +$11.9K 0.01% 714
2025
Q3 		$412K Sell
5,991
-718
-11% -$45.2K 0.01% 681
2025
Q2 		$372K Buy
6,709
+33
+0.5% +$1.57K 0.01% 672
2025
Q1 		$276K Buy
6,676
+768
+13% +$38.1K 0.01% 673
2024
Q4 		$261K Buy
+5,908
New +$249K ﹤0.01% 1190

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

Independent Advisor Alliance's IBKR Position: Q2 2026 in Review

Independent Advisor Alliance increased its Interactive Brokers (IBKR) stake by 7.1% in Q2 2026, buying an estimated $30.4K and bringing the position to 5,494 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #684.

Independent Advisor Alliance first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Independent Advisor Alliance held 5,494 shares of Interactive Brokers worth $478K as of Q2 2026.
  • Independent Advisor Alliance bought 365 Interactive Brokers shares in Q2 2026, an estimated $30.4K.
  • Interactive Brokers made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #684 holding.
  • Independent Advisor Alliance first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.