Valued Wealth Advisors
IBKR icon

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
Q3 		$110K Hold
1,290
– – 0.04% 70
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 		$3.34K 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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Greenwich Wealth Management
Greenwich Wealth Management Greenwich, Connecticut $3.09B AUM 22.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.4B AUM 28.28% 1-Year Est. Return
WWML
W1M Wealth Management Ltd London $11.5B AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Valued Wealth Advisors's IBKR Position: Q3 2026 in Review

Valued Wealth Advisors held its Interactive Brokers (IBKR) position steady in Q3 2026 at 1,290 shares worth $110K. 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 11 quarters since. The position peaked at $112K in Q2 2026. 880 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Valued Wealth Advisors held 1,290 shares of Interactive Brokers worth $110K as of Q3 2026.
  • Valued Wealth Advisors left its Interactive Brokers share count unchanged in Q3 2026.
  • Interactive Brokers made up 0.04% of Valued Wealth Advisors's portfolio in Q3 2026, its #70 holding.
  • Valued Wealth Advisors first reported a position in Interactive Brokers in Q1 2024 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Interactive Brokers position peaked at $112K in Q2 2026.
  • 880 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.