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SHP Wealth Management’s Interactive Brokers IBKR Stock Holding History

SHP Wealth Management’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 		$48.3K Buy
555
+35
+7% +$2.91K ﹤0.01% 556
2026
Q1 		$34.9K Buy
520
+31
+6% +$2.21K ﹤0.01% 577
2025
Q4 		$31.4K Buy
+489
New +$32.7K ﹤0.01% 587

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
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 $2.75B AUM 36.11% 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

SHP Wealth Management's IBKR Position: Q2 2026 in Review

SHP Wealth Management increased its Interactive Brokers (IBKR) stake by 6.7% in Q2 2026, buying an estimated $2.91K and bringing the position to 555 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

SHP Wealth Management first reported a position in IBKR in Q4 2025 and has held it in 3 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • SHP Wealth Management held 555 shares of Interactive Brokers worth $48.3K as of Q2 2026.
  • SHP Wealth Management bought 35 Interactive Brokers shares in Q2 2026, an estimated $2.91K.
  • Interactive Brokers made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #556 holding.
  • SHP Wealth Management first reported a position in Interactive Brokers in Q4 2025 and has held it in 3 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.