Wealthfront Advisers
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Wealthfront Advisers’s Interactive Brokers IBKR Stock Holding History

Wealthfront Advisers’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
Q1 		$9.55M Buy
142,343
+17,092
+14% +$1.22M 0.02% 280
2025
Q4 		$8.05M Buy
125,251
+294
+0.2% +$19.7K 0.02% 295
2025
Q3 		$8.6M Buy
124,957
+15,526
+14% +$977K 0.02% 268
2025
Q2 		$6.06M Buy
109,431
+8,219
+8% +$390K 0.02% 340
2025
Q1 		$4.19M Buy
101,212
+10,896
+12% +$540K 0.01% 392
2024
Q4 		$3.99M Buy
90,316
+13,892
+18% +$585K 0.01% 382
2024
Q3 		$2.66M Buy
76,424
+36,000
+89% +$1.11M 0.01% 440
2024
Q2 		$1.24M Buy
40,424
+1,692
+4% +$50.5K ﹤0.01% 586
2024
Q1 		$1.08M Sell
38,732
-468
-1% -$11.7K ﹤0.01% 600
2023
Q4 		$812K Sell
39,200
-51,160
-57% -$1.05M ﹤0.01% 622
2023
Q3 		$1.96M Buy
90,360
+51,408
+132% +$1.14M 0.01% 424
2023
Q2 		$809K Buy
38,952
+21,916
+129% +$432K ﹤0.01% 592
2023
Q1 		$352K Buy
17,036
+1,824
+12% +$37.1K ﹤0.01% 727
2022
Q4 		$275K Buy
15,212
+1,280
+9% +$23.9K ﹤0.01% 731
2022
Q3 		$223K Buy
+13,932
New +$215K ﹤0.01% 738

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return