JSW
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Journey Strategic Wealth’s Interactive Brokers IBKR Stock Holding History

Journey Strategic Wealth’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 		$513K Buy
7,656
+469
+7% +$33.5K 0.01% 339
2025
Q4 		$462K Sell
7,187
-430
-6% -$28.8K 0.01% 329
2025
Q3 		$524K Buy
7,617
+434
+6% +$27.3K 0.01% 284
2025
Q2 		$398K Buy
+7,183
New +$341K 0.01% 345

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 $665M AUM 25.91% 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

Journey Strategic Wealth's IBKR Position: Q1 2026 in Review

Journey Strategic Wealth increased its Interactive Brokers (IBKR) stake by 6.5% in Q1 2026, buying an estimated $33.5K and bringing the position to 7,656 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #339.

Journey Strategic Wealth first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. The position peaked at $524K in Q3 2025. 994 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Journey Strategic Wealth held 7,656 shares of Interactive Brokers worth $513K as of Q1 2026.
  • Journey Strategic Wealth bought 469 Interactive Brokers shares in Q1 2026, an estimated $33.5K.
  • Interactive Brokers made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #339 holding.
  • Journey Strategic Wealth first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's Interactive Brokers position peaked at $524K in Q3 2025.
  • 994 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.