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Spahn Wealth & Retirement’s Interactive Brokers IBKR Stock Holding History

Spahn Wealth & Retirement’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 		$4.48M Buy
51,442
+780
+2% +$64.9K 2.88% 14
2026
Q1 		$3.4M Hold
50,662
– – 4.32% 11
2025
Q4 		$3.26M Buy
50,662
+817
+2% +$54.7K 2.02% 20
2025
Q3 		$3.43M Buy
+49,845
New +$3.14M 2.03% 20

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

Spahn Wealth & Retirement's IBKR Position: Q2 2026 in Review

Spahn Wealth & Retirement increased its Interactive Brokers (IBKR) stake by 1.5% in Q2 2026, buying an estimated $64.9K and bringing the position to 51,442 shares worth $4.48M. The position accounts for 2.88% of the portfolio, ranked #14.

Spahn Wealth & Retirement first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,107 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Spahn Wealth & Retirement held 51,442 shares of Interactive Brokers worth $4.48M as of Q2 2026.
  • Spahn Wealth & Retirement bought 780 Interactive Brokers shares in Q2 2026, an estimated $64.9K.
  • Interactive Brokers made up 2.88% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #14 holding.
  • Spahn Wealth & Retirement first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.