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
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 $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 Wealth Concepts's IBKR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Interactive Brokers (IBKR) stake by 23% in Q1 2026, buying an estimated $183K and bringing the position to 13,584 shares worth $911K. The position accounts for 0.01% of the portfolio, ranked #1172.

Integrated Wealth Concepts first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Integrated Wealth Concepts held 13,584 shares of Interactive Brokers worth $911K as of Q1 2026.
  • Integrated Wealth Concepts bought 2,563 Interactive Brokers shares in Q1 2026, an estimated $183K.
  • Interactive Brokers made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1172 holding.
  • Integrated Wealth Concepts first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.