Valued Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Valued Wealth Advisors’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	$112K	Hold	1,290	–	–	0.04%	70
2026 Q1	$86.5K	Hold	1,290	–	–	0.04%	72
2025 Q4	$83K	Buy	1,290 +1,194	+1,244%	+$79.9K	0.04%	65
2025 Q3	$6.61K	Hold	96	–	–	﹤0.01%	252
2025 Q2	$5.32K	Hold	96	–	–	﹤0.01%	278
2025 Q1	$3.98K	Hold	96	–	–	﹤0.01%	335
2024 Q4	$4.24K	Hold	96	–	–	﹤0.01%	321
2024 Q3	$3.35K	Hold	96	–	–	﹤0.01%	324
2024 Q2	$2.94K	Hold	96	–	–	﹤0.01%	335
2024 Q1	$2.68K	Buy	+96	New	+$2.39K	﹤0.01%	324

Other funds holding IBKR

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Valued Wealth Advisors's IBKR Position: Q2 2026 in Review

Valued Wealth Advisors held its Interactive Brokers (IBKR) position steady in Q2 2026 at 1,290 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #70.

Valued Wealth Advisors first reported a position in IBKR in Q1 2024 and has held it in 10 quarters since. 240 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Valued Wealth Advisors held 1,290 shares of Interactive Brokers worth $112K as of Q2 2026.
Valued Wealth Advisors left its Interactive Brokers share count unchanged in Q2 2026.
Interactive Brokers made up 0.04% of Valued Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Valued Wealth Advisors first reported a position in Interactive Brokers in Q1 2024 and has held it in 10 quarters since.
240 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.