IWC
IBKR icon

Integrated Wealth Concepts’s Interactive Brokers IBKR Stock Holding History

Integrated Wealth Concepts’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 		$1.29M Buy
14,833
+1,249
+9% +$104K 0.01% 1058
2026
Q1 		$911K Buy
13,584
+2,563
+23% +$183K 0.01% 1172
2025
Q4 		$709K Buy
11,021
+4,460
+68% +$299K 0.01% 929
2025
Q3 		$451K Sell
6,561
-2,805
-30% -$176K ﹤0.01% 1407
2025
Q2 		$519K Buy
9,366
+3,910
+72% +$186K 0.01% 1251
2025
Q1 		$226K Sell
5,456
-172
-3% -$8.52K ﹤0.01% 1563
2024
Q4 		$249K Buy
+5,628
New +$237K ﹤0.01% 1484

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

Integrated Wealth Concepts's IBKR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Interactive Brokers (IBKR) stake by 9.2% in Q2 2026, buying an estimated $104K and bringing the position to 14,833 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1058.

Integrated Wealth Concepts first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Integrated Wealth Concepts held 14,833 shares of Interactive Brokers worth $1.29M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,249 Interactive Brokers shares in Q2 2026, an estimated $104K.
  • Interactive Brokers made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1058 holding.
  • Integrated Wealth Concepts first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.