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Independent Solutions Wealth Management’s Interactive Brokers IBKR Stock Holding History

Independent Solutions Wealth Management’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 		$2.5M Sell
37,298
-1,148
-3% -$81.9K 0.37% 74
2025
Q4 		$2.47M Sell
38,446
-3,066
-7% -$205K 0.45% 72
2025
Q3 		$2.86M Buy
41,512
+983
+2% +$61.8K 0.51% 66
2025
Q2 		$2.25M Buy
40,529
+11,777
+41% +$559K 0.44% 74
2025
Q1 		$1.19M Sell
28,752
-24,876
-46% -$1.23M 0.27% 100
2024
Q4 		$2.37M Buy
53,628
+660
+1% +$27.8K 0.52% 58
2024
Q3 		$1.85M Sell
52,968
-1,476
-3% -$45.7K 0.42% 74
2024
Q2 		$1.67M Buy
54,444
+884
+2% +$26.4K 0.38% 78
2024
Q1 		$1.5M Sell
53,560
-5,128
-9% -$128K 0.36% 80
2023
Q4 		$1.22M Buy
58,688
+7,392
+14% +$151K 0.31% 85
2023
Q3 		$1.11M Buy
51,296
+2,572
+5% +$57.2K 0.29% 83
2023
Q2 		$1.01M Buy
48,724
+5,080
+12% +$100K 0.25% 92
2023
Q1 		$901K Buy
43,644
+1,060
+2% +$21.6K 0.27% 89
2022
Q4 		$770K Buy
+42,584
New +$795K 0.23% 95

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

Independent Solutions Wealth Management's IBKR Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its Interactive Brokers (IBKR) stake by 3% in Q1 2026, selling an estimated $81.9K and leaving 37,298 shares worth $2.5M. The position accounts for 0.37% of the portfolio, ranked #74.

Independent Solutions Wealth Management first reported a position in IBKR in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.86M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Independent Solutions Wealth Management held 37,298 shares of Interactive Brokers worth $2.5M as of Q1 2026.
  • Independent Solutions Wealth Management sold 1,148 Interactive Brokers shares in Q1 2026, an estimated $81.9K.
  • Interactive Brokers made up 0.37% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Independent Solutions Wealth Management first reported a position in Interactive Brokers in Q4 2022 and has held it in 14 quarters since.
  • Independent Solutions Wealth Management's Interactive Brokers position peaked at $2.86M in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.