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Inspire Advisors’s Interactive Brokers IBKR Stock Holding History

Inspire Advisors’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 		$1.96M Buy
29,195
+205
+0.7% +$14.6K 0.16% 104
2025
Q4 		$1.86M Sell
28,990
-6,418
-18% -$430K 0.17% 95
2025
Q3 		$2.44M Sell
35,408
-1,087
-3% -$68.4K 0.23% 78
2025
Q2 		$2.02M Buy
36,495
+5,531
+18% +$262K 0.21% 83
2025
Q1 		$1.28M Sell
30,964
-9,604
-24% -$476K 0.15% 101
2024
Q4 		$1.79M Hold
40,568
– – 0.22% 73
2024
Q3 		$1.41M Sell
40,568
-3,508
-8% -$109K 0.17% 86
2024
Q2 		$1.35M Sell
44,076
-3,852
-8% -$115K 0.18% 79
2024
Q1 		$1.34M Buy
47,928
+5,880
+14% +$146K 0.19% 47
2023
Q4 		$871K Buy
42,048
+27,084
+181% +$554K 0.13% 98
2023
Q3 		$324K Buy
14,964
+36
+0.2% +$801 0.06% 193
2023
Q2 		$310K Buy
14,928
+1,632
+12% +$32.2K 0.06% 164
2023
Q1 		$274K Sell
13,296
-364
-3% -$7.41K 0.06% 135
2022
Q4 		$247K Sell
13,660
-164
-1% -$3.06K 0.06% 125
2022
Q3 		$221K Buy
+13,824
New +$213K 0.06% 106

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

Inspire Advisors's IBKR Position: Q1 2026 in Review

Inspire Advisors increased its Interactive Brokers (IBKR) stake by 0.71% in Q1 2026, buying an estimated $14.6K and bringing the position to 29,195 shares worth $1.96M. The position accounts for 0.16% of the portfolio, ranked #104.

Inspire Advisors first reported a position in IBKR in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.44M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Inspire Advisors held 29,195 shares of Interactive Brokers worth $1.96M as of Q1 2026.
  • Inspire Advisors bought 205 Interactive Brokers shares in Q1 2026, an estimated $14.6K.
  • Interactive Brokers made up 0.16% of Inspire Advisors's portfolio in Q1 2026, its #104 holding.
  • Inspire Advisors first reported a position in Interactive Brokers in Q3 2022 and has held it in 15 quarters since.
  • Inspire Advisors's Interactive Brokers position peaked at $2.44M in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.