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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
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

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

Root Financial Partners's IBKR Position: Q2 2026 in Review

Root Financial Partners sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 1,250 shares — an estimated $83.8K sold.

Root Financial Partners first reported a position in IBKR in Q3 2025 and held it in 3 quarters. The position peaked at $83.8K in Q1 2026. 1,116 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Root Financial Partners reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,250 Interactive Brokers shares in Q2 2026, an estimated $83.8K.
  • Root Financial Partners first reported a position in Interactive Brokers in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Interactive Brokers position peaked at $83.8K in Q1 2026.
  • 1,116 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.