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Smartleaf Asset Management’s Interactive Brokers IBKR Stock Holding History

Smartleaf Asset 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 		$123K Hold
1,395
– – ﹤0.01% 1059
2026
Q1 		$88.8K Buy
1,395
+128
+10% +$9.14K ﹤0.01% 1182
2025
Q4 		$82.4K Sell
1,267
-383
-23% -$25.6K ﹤0.01% 1303
2025
Q3 		$114K Buy
1,650
+401
+32% +$25.2K 0.01% 1000
2025
Q2 		$67.4K Sell
1,249
-463
-27% -$22K 0.01% 1033
2025
Q1 		$70.5K Sell
1,712
-208
-11% -$10.3K 0.01% 987
2024
Q4 		$85.9K Buy
1,920
+488
+34% +$20.5K 0.01% 909
2024
Q3 		$49.3K Buy
1,432
+476
+50% +$14.7K 0.01% 923
2024
Q2 		$29.4K Sell
956
-96
-9% -$2.86K ﹤0.01% 887
2024
Q1 		$29.3K Buy
1,052
+192
+22% +$4.78K 0.01% 781
2023
Q4 		$17.9K Buy
+860
New +$17.6K ﹤0.01% 684

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

Smartleaf Asset Management's IBKR Position: Q2 2026 in Review

Smartleaf Asset Management held its Interactive Brokers (IBKR) position steady in Q2 2026 at 1,395 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Smartleaf Asset Management first reported a position in IBKR in Q4 2023 and has held it in 11 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Smartleaf Asset Management held 1,395 shares of Interactive Brokers worth $123K as of Q2 2026.
  • Smartleaf Asset Management left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1059 holding.
  • Smartleaf Asset Management first reported a position in Interactive Brokers in Q4 2023 and has held it in 11 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.