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PUREfi Wealth’s Interactive Brokers IBKR Stock Holding History

PUREfi 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 		– Sell
-4,188
Closed -$281K – 214
2026
Q1 		$281K Sell
4,188
-362
-8% -$25.8K 0.18% 148
2025
Q4 		$293K Sell
4,550
-4
-0.1% -$268 0.22% 123
2025
Q3 		$313K Buy
4,554
+206
+5% +$13K 0.24% 113
2025
Q2 		$241K Sell
4,348
-636
-13% -$30.2K 0.19% 139
2025
Q1 		$206K Buy
4,984
+200
+4% +$9.91K 0.21% 131
2024
Q4 		$211K Buy
+4,784
New +$201K 0.21% 142

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

PUREfi Wealth's IBKR Position: Q2 2026 in Review

PUREfi Wealth sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 4,188 shares — an estimated $281K sold.

PUREfi Wealth first reported a position in IBKR in Q4 2024 and held it in 6 quarters. The position peaked at $313K in Q3 2025. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • PUREfi Wealth reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • PUREfi Wealth sold 4,188 Interactive Brokers shares in Q2 2026, an estimated $281K.
  • PUREfi Wealth first reported a position in Interactive Brokers in Q4 2024 and held it in 6 quarters.
  • PUREfi Wealth's Interactive Brokers position peaked at $313K in Q3 2025.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.