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Simplicity Wealth’s Interactive Brokers IBKR Stock Holding History

Simplicity Wealth’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 		$366K Buy
5,462
+449
+9% +$32K 0.02% 537
2025
Q4 		$322K Buy
5,013
+1,153
+30% +$77.2K 0.02% 534
2025
Q3 		$266K Hold
3,860
– – 0.02% 594
2025
Q2 		$214K Buy
+3,860
New +$183K 0.01% 562

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

Simplicity Wealth's IBKR Position: Q1 2026 in Review

Simplicity Wealth increased its Interactive Brokers (IBKR) stake by 9% in Q1 2026, buying an estimated $32K and bringing the position to 5,462 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #537.

Simplicity Wealth first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Simplicity Wealth held 5,462 shares of Interactive Brokers worth $366K as of Q1 2026.
  • Simplicity Wealth bought 449 Interactive Brokers shares in Q1 2026, an estimated $32K.
  • Interactive Brokers made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #537 holding.
  • Simplicity Wealth first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

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