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Successful Portfolios’s Interactive Brokers IBKR Stock Holding History

Successful Portfolios’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 		$1.89M Sell
19,939
-263
-1% -$21.9K 0.88% 30
2026
Q1 		$1.32M Sell
20,202
-98
-0.5% -$7K 0.73% 36
2025
Q4 		$1.43M Buy
+20,300
New +$1.36M 0.73% 36
2018
Q4 		– Sell
-17,452
Closed -$241K – 132
2018
Q3 		$241K Sell
17,452
-9,628
-36% -$146K 0.26% 114
2018
Q2 		$436K Sell
27,080
-308
-1% -$5.58K 0.51% 61
2018
Q1 		$460K Sell
27,388
-740
-3% -$12.2K 0.56% 56
2017
Q4 		$416K Buy
+28,128
New +$383K 0.52% 64

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

Successful Portfolios's IBKR Position: Q2 2026 in Review

Successful Portfolios reduced its Interactive Brokers (IBKR) stake by 1.3% in Q2 2026, selling an estimated $21.9K and leaving 19,939 shares worth $1.89M. The position accounts for 0.88% of the portfolio, ranked #30.

Successful Portfolios first reported a position in IBKR in Q4 2017 and has held it in 7 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Successful Portfolios held 19,939 shares of Interactive Brokers worth $1.89M as of Q2 2026.
  • Successful Portfolios sold 263 Interactive Brokers shares in Q2 2026, an estimated $21.9K.
  • Interactive Brokers made up 0.88% of Successful Portfolios's portfolio in Q2 2026, its #30 holding.
  • Successful Portfolios first reported a position in Interactive Brokers in Q4 2017 and has held it in 7 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.