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Retirement Guys Formula’s Interactive Brokers IBKR Stock Holding History

Retirement Guys Formula’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
Q1 		– Sell
-3,578
Closed -$230K – 170
2025
Q4 		$230K Sell
3,578
-44
-1% -$2.95K 0.1% 128
2025
Q3 		$249K Sell
3,622
-161
-4% -$10.1K 0.09% 139
2025
Q2 		$210K Buy
+3,783
New +$179K 0.08% 137
2025
Q1 		– Sell
-5,256
Closed -$232K – 152
2024
Q4 		$232K Buy
+5,256
New +$221K 0.12% 119

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Retirement Guys Formula's IBKR Position: Q1 2026 in Review

Retirement Guys Formula sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 3,578 shares — an estimated $230K sold.

Retirement Guys Formula first reported a position in IBKR in Q4 2024 and held it in 4 quarters. The position peaked at $249K in Q3 2025. 1,000 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Retirement Guys Formula reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Retirement Guys Formula sold 3,578 Interactive Brokers shares in Q1 2026, an estimated $230K.
  • Retirement Guys Formula first reported a position in Interactive Brokers in Q4 2024 and held it in 4 quarters.
  • Retirement Guys Formula's Interactive Brokers position peaked at $249K in Q3 2025.
  • 1,000 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.