PAW
IBKR icon

Plan A Wealth’s Interactive Brokers IBKR Stock Holding History

Plan A 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
Q2 		$271K Buy
+3,111
New +$259K 0.12% 135

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Plan A Wealth's IBKR Position: Q2 2026 in Review

Plan A Wealth opened a new position in Interactive Brokers (IBKR) in Q2 2026: 3,111 shares worth $271K. The stake represents 0.12% of the portfolio and ranks #135 among its holdings.

766 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Plan A Wealth held 3,111 shares of Interactive Brokers worth $271K as of Q2 2026.
  • Interactive Brokers was a new Plan A Wealth position in Q2 2026.
  • Interactive Brokers made up 0.12% of Plan A Wealth's portfolio in Q2 2026, its #135 holding.
  • 766 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.