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Strategic Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Strategic Wealth Partners’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 		$102K Sell
1,172
-278
-19% -$23.1K 0.01% 406
2026
Q1 		$97.3K Buy
1,450
+238
+20% +$17K 0.01% 403
2025
Q4 		$77.9K Hold
1,212
– – 0.01% 444
2025
Q3 		$83.4K Hold
1,212
– – 0.01% 469
2025
Q2 		$67.2K Buy
+1,212
New +$57.5K 0.01% 448
2019
Q2 		– Sell
-400
Closed -$5K – 773
2019
Q1 		$5K Buy
+400
New +$5.26K ﹤0.01% 630

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 Wealth Partners's IBKR Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Interactive Brokers (IBKR) stake by 19% in Q2 2026, selling an estimated $23.1K and leaving 1,172 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #406.

Strategic Wealth Partners first reported a position in IBKR in Q1 2019 and has held it in 6 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Strategic Wealth Partners held 1,172 shares of Interactive Brokers worth $102K as of Q2 2026.
  • Strategic Wealth Partners sold 278 Interactive Brokers shares in Q2 2026, an estimated $23.1K.
  • Interactive Brokers made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #406 holding.
  • Strategic Wealth Partners first reported a position in Interactive Brokers in Q1 2019 and has held it in 6 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.