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Meadow Creek Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Meadow Creek Wealth Advisors’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 		$307K Sell
3,528
-446
-11% -$37.1K 0.19% 104
2026
Q1 		$267K Hold
3,974
– – 0.17% 117
2025
Q4 		$256K Sell
3,974
-310
-7% -$20.8K 0.16% 118
2025
Q3 		$294K Sell
4,284
-316
-7% -$19.9K 0.19% 109
2025
Q2 		$255K Buy
+4,600
New +$218K 0.17% 123
2025
Q1 		– Sell
-5,244
Closed -$232K – 137
2024
Q4 		$232K Buy
+5,244
New +$221K 0.17% 121

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

Meadow Creek Wealth Advisors's IBKR Position: Q2 2026 in Review

Meadow Creek Wealth Advisors reduced its Interactive Brokers (IBKR) stake by 11% in Q2 2026, selling an estimated $37.1K and leaving 3,528 shares worth $307K. The position accounts for 0.19% of the portfolio, ranked #104.

Meadow Creek Wealth Advisors first reported a position in IBKR in Q4 2024 and has held it in 6 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Meadow Creek Wealth Advisors held 3,528 shares of Interactive Brokers worth $307K as of Q2 2026.
  • Meadow Creek Wealth Advisors sold 446 Interactive Brokers shares in Q2 2026, an estimated $37.1K.
  • Interactive Brokers made up 0.19% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #104 holding.
  • Meadow Creek Wealth Advisors first reported a position in Interactive Brokers in Q4 2024 and has held it in 6 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.