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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
Q2 		$921K Buy
10,584
+5,122
+94% +$426K 0.03% 449
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 $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

Simplicity Wealth's IBKR Position: Q2 2026 in Review

Simplicity Wealth increased its Interactive Brokers (IBKR) stake by 94% in Q2 2026, buying an estimated $426K and bringing the position to 10,584 shares worth $921K. The position accounts for 0.03% of the portfolio, ranked #449.

Simplicity Wealth first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Simplicity Wealth held 10,584 shares of Interactive Brokers worth $921K as of Q2 2026.
  • Simplicity Wealth bought 5,122 Interactive Brokers shares in Q2 2026, an estimated $426K.
  • Interactive Brokers made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #449 holding.
  • Simplicity Wealth first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.