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Meeder Advisory Services’s Interactive Brokers IBKR Stock Holding History

Meeder Advisory Services’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 		$638K Buy
7,327
+1,175
+19% +$97.8K 0.02% 379
2026
Q1 		$413K Buy
6,152
+1,376
+29% +$98.2K 0.02% 436
2025
Q4 		$307K Buy
4,776
+127
+3% +$8.5K 0.01% 518
2025
Q3 		$320K Buy
4,649
+272
+6% +$17.1K 0.01% 474
2025
Q2 		$243K Buy
+4,377
New +$208K 0.01% 534

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

Meeder Advisory Services's IBKR Position: Q2 2026 in Review

Meeder Advisory Services increased its Interactive Brokers (IBKR) stake by 19% in Q2 2026, buying an estimated $97.8K and bringing the position to 7,327 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #379.

Meeder Advisory Services first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Meeder Advisory Services held 7,327 shares of Interactive Brokers worth $638K as of Q2 2026.
  • Meeder Advisory Services bought 1,175 Interactive Brokers shares in Q2 2026, an estimated $97.8K.
  • Interactive Brokers made up 0.02% of Meeder Advisory Services's portfolio in Q2 2026, its #379 holding.
  • Meeder Advisory Services first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.