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Strategic Blueprint’s Interactive Brokers IBKR Stock Holding History

Strategic Blueprint’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 		– Sell
-4,705
Closed -$316K – 709
2026
Q1 		$316K Buy
4,705
+1,167
+33% +$83.3K 0.02% 513
2025
Q4 		$228K Sell
3,538
-175
-5% -$11.7K 0.01% 591
2025
Q3 		$255K Buy
+3,713
New +$234K 0.01% 641

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

Strategic Blueprint's IBKR Position: Q2 2026 in Review

Strategic Blueprint sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 4,705 shares — an estimated $316K sold.

Strategic Blueprint first reported a position in IBKR in Q3 2025 and held it in 3 quarters. The position peaked at $316K in Q1 2026. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Strategic Blueprint reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Strategic Blueprint sold 4,705 Interactive Brokers shares in Q2 2026, an estimated $316K.
  • Strategic Blueprint first reported a position in Interactive Brokers in Q3 2025 and held it in 3 quarters.
  • Strategic Blueprint's Interactive Brokers position peaked at $316K in Q1 2026.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.