Root Financial Partners
IBKR icon

Root Financial Partners’s Interactive Brokers IBKR Stock Holding History

Root Financial Partners’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
Q3 		$127K Buy
+1,484
New +$136K ﹤0.01% 617
2026
Q2 		– Sell
-1,250
Closed -$83.8K – 1686
2026
Q1 		$83.8K Buy
1,250
+850
+213% +$60.7K ﹤0.01% 636
2025
Q4 		$25.7K Buy
400
+121
+43% +$8.1K ﹤0.01% 1044
2025
Q3 		$19.2K Buy
+279
New +$17.6K ﹤0.01% 1140

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Greenwich Wealth Management
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Invesco
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Root Financial Partners's IBKR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Interactive Brokers (IBKR) in Q3 2026: 1,484 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IBKR as recently as Q1 2026.

Root Financial Partners first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 922 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Root Financial Partners held 1,484 shares of Interactive Brokers worth $127K as of Q3 2026.
  • Interactive Brokers was a new Root Financial Partners position in Q3 2026.
  • Interactive Brokers made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #617 holding.
  • Root Financial Partners first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 922 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.