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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
Q2 		$3.11M Sell
35,771
-1,527
-4% -$127K 0.41% 71
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 $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 Solutions Wealth Management's IBKR Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Interactive Brokers (IBKR) stake by 4.1% in Q2 2026, selling an estimated $127K and leaving 35,771 shares worth $3.11M. The position accounts for 0.41% of the portfolio, ranked #71.

Independent Solutions Wealth Management first reported a position in IBKR in Q4 2022 and has held it in 15 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Independent Solutions Wealth Management held 35,771 shares of Interactive Brokers worth $3.11M as of Q2 2026.
  • Independent Solutions Wealth Management sold 1,527 Interactive Brokers shares in Q2 2026, an estimated $127K.
  • Interactive Brokers made up 0.41% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Independent Solutions Wealth Management first reported a position in Interactive Brokers in Q4 2022 and has held it in 15 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.