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Integrity Advisory Solutions’s Interactive Brokers IBKR Stock Holding History

Integrity Advisory Solutions’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 		$285K Sell
3,269
-195
-6% -$16.2K 0.03% 277
2026
Q1 		$232K Buy
3,464
+59
+2% +$4.21K 0.03% 237
2025
Q4 		$219K Buy
3,405
+46
+1% +$3.08K 0.03% 225
2025
Q3 		$231K Buy
+3,359
New +$211K 0.04% 210

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

Integrity Advisory Solutions's IBKR Position: Q2 2026 in Review

Integrity Advisory Solutions reduced its Interactive Brokers (IBKR) stake by 5.6% in Q2 2026, selling an estimated $16.2K and leaving 3,269 shares worth $285K. The position accounts for 0.03% of the portfolio, ranked #277.

Integrity Advisory Solutions first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Integrity Advisory Solutions held 3,269 shares of Interactive Brokers worth $285K as of Q2 2026.
  • Integrity Advisory Solutions sold 195 Interactive Brokers shares in Q2 2026, an estimated $16.2K.
  • Interactive Brokers made up 0.03% of Integrity Advisory Solutions's portfolio in Q2 2026, its #277 holding.
  • Integrity Advisory Solutions first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.