IAN
IBKR icon

Integrated Advisors Network’s Interactive Brokers IBKR Stock Holding History

Integrated Advisors Network’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 		– Sell
-5,359
Closed -$345K – 732
2025
Q4 		$345K Sell
5,359
-152
-3% -$10.2K 0.02% 557
2025
Q3 		$379K Sell
5,511
-219
-4% -$13.8K 0.02% 571
2025
Q2 		$317K Sell
5,730
-2,074
-27% -$98.4K 0.01% 602
2025
Q1 		$323K Sell
7,804
-7,276
-48% -$361K 0.02% 565
2024
Q4 		$666K Buy
15,080
+824
+6% +$34.7K 0.03% 386
2024
Q3 		$497K Buy
+14,256
New +$441K 0.02% 470
2023
Q4 		– Sell
-21,792
Closed -$472K – 684
2023
Q3 		$472K Sell
21,792
-352
-2% -$7.83K 0.03% 431
2023
Q2 		$460K Sell
22,144
-35,096
-61% -$692K 0.03% 452
2023
Q1 		$1.18M Buy
57,240
+284
+0.5% +$5.78K 0.07% 262
2022
Q4 		$1.03M Sell
56,956
-2,088
-4% -$39K 0.07% 282
2022
Q3 		$943K Buy
59,044
+2,732
+5% +$42.1K 0.06% 278
2022
Q2 		$774K Buy
56,312
+4,924
+10% +$73.1K 0.05% 324
2022
Q1 		$847K Buy
+51,388
New +$885K 0.05% 340

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

Integrated Advisors Network's IBKR Position: Q1 2026 in Review

Integrated Advisors Network sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 5,359 shares — an estimated $345K sold.

Integrated Advisors Network first reported a position in IBKR in Q1 2022 and held it in 13 quarters. The position peaked at $1.18M in Q1 2023. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Integrated Advisors Network reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 5,359 Interactive Brokers shares in Q1 2026, an estimated $345K.
  • Integrated Advisors Network first reported a position in Interactive Brokers in Q1 2022 and held it in 13 quarters.
  • Integrated Advisors Network's Interactive Brokers position peaked at $1.18M in Q1 2023.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.