PS
IBKR icon

Planning Strategies’s Interactive Brokers IBKR Stock Holding History

Planning Strategies’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 		$2.96K Buy
+34
New +$2.83K ﹤0.01% 498

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Planning Strategies's IBKR Position: Q2 2026 in Review

Planning Strategies opened a new position in Interactive Brokers (IBKR) in Q2 2026: 34 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings.

1,041 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Planning Strategies held 34 shares of Interactive Brokers worth $2.96K as of Q2 2026.
  • Interactive Brokers was a new Planning Strategies position in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #498 holding.
  • 1,041 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.