Q1WB
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Quest 10 Wealth Builders’s Interactive Brokers IBKR Stock Holding History

Quest 10 Wealth Builders’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 		$109K Sell
1,247
-60
-5% -$4.99K 0.08% 138
2026
Q1 		$87.7K Hold
1,307
– – 0.08% 151
2025
Q4 		$84.1K Hold
1,307
– – 0.08% 144
2025
Q3 		$89.9K Sell
1,307
-49
-4% -$3.08K 0.08% 130
2025
Q2 		$75.1K Hold
1,356
– – 0.07% 147
2025
Q1 		$56.1K Sell
1,356
-112
-8% -$5.55K 0.06% 162
2024
Q4 		$64.8K Buy
+1,468
New +$61.8K 0.06% 157

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

Quest 10 Wealth Builders's IBKR Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Interactive Brokers (IBKR) stake by 4.6% in Q2 2026, selling an estimated $4.99K and leaving 1,247 shares worth $109K. The position accounts for 0.08% of the portfolio, ranked #138.

Quest 10 Wealth Builders first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Quest 10 Wealth Builders held 1,247 shares of Interactive Brokers worth $109K as of Q2 2026.
  • Quest 10 Wealth Builders sold 60 Interactive Brokers shares in Q2 2026, an estimated $4.99K.
  • Interactive Brokers made up 0.08% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #138 holding.
  • Quest 10 Wealth Builders first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.