RSWA
IBKR icon

Robinson Smith Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Robinson Smith Wealth Advisors’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 		$216K Sell
3,220
-1,791
-36% -$128K 0.15% 81
2025
Q4 		$322K Hold
5,011
– – 0.22% 67
2025
Q3 		$345K Sell
5,011
-105
-2% -$6.61K 0.25% 62
2025
Q2 		$283K Buy
+5,116
New +$243K 0.23% 64

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Robinson Smith Wealth Advisors's IBKR Position: Q1 2026 in Review

Robinson Smith Wealth Advisors reduced its Interactive Brokers (IBKR) stake by 36% in Q1 2026, selling an estimated $128K and leaving 3,220 shares worth $216K. The position accounts for 0.15% of the portfolio, ranked #81.

Robinson Smith Wealth Advisors first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. The position peaked at $345K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Robinson Smith Wealth Advisors held 3,220 shares of Interactive Brokers worth $216K as of Q1 2026.
  • Robinson Smith Wealth Advisors sold 1,791 Interactive Brokers shares in Q1 2026, an estimated $128K.
  • Interactive Brokers made up 0.15% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • Robinson Smith Wealth Advisors first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • Robinson Smith Wealth Advisors's Interactive Brokers position peaked at $345K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.