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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $665M AUM 25.91% 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

SHP Wealth Management's IBKR Position: Q1 2026 in Review

SHP Wealth Management increased its Interactive Brokers (IBKR) stake by 6.3% in Q1 2026, buying an estimated $2.21K and bringing the position to 520 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

SHP Wealth Management first reported a position in IBKR in Q4 2025 and has held it in 2 quarters since. 996 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • SHP Wealth Management held 520 shares of Interactive Brokers worth $34.9K as of Q1 2026.
  • SHP Wealth Management bought 31 Interactive Brokers shares in Q1 2026, an estimated $2.21K.
  • Interactive Brokers made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #577 holding.
  • SHP Wealth Management first reported a position in Interactive Brokers in Q4 2025 and has held it in 2 quarters since.
  • 996 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.