SAM
IBKR icon

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
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 $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

Smartleaf Asset Management's IBKR Position: Q1 2026 in Review

Smartleaf Asset Management increased its Interactive Brokers (IBKR) stake by 10% in Q1 2026, buying an estimated $9.14K and bringing the position to 1,395 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Smartleaf Asset Management first reported a position in IBKR in Q4 2023 and has held it in 10 quarters since. The position peaked at $114K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Smartleaf Asset Management held 1,395 shares of Interactive Brokers worth $88.8K as of Q1 2026.
  • Smartleaf Asset Management bought 128 Interactive Brokers shares in Q1 2026, an estimated $9.14K.
  • Interactive Brokers made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1182 holding.
  • Smartleaf Asset Management first reported a position in Interactive Brokers in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Interactive Brokers position peaked at $114K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.