WealthPlan Investment Management’s Interactive Brokers IBKR Stock Holding History

WealthPlan Investment Management’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	$215K	Buy	+2,468	New	+$205K	0.01%	451

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

WealthPlan Investment Management's IBKR Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Interactive Brokers (IBKR) in Q2 2026: 2,468 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #451 among its holdings.

297 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

WealthPlan Investment Management held 2,468 shares of Interactive Brokers worth $215K as of Q2 2026.
Interactive Brokers was a new WealthPlan Investment Management position in Q2 2026.
Interactive Brokers made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #451 holding.
297 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.