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Creative Planning IBKR Position History
Interactive Brokers Group, Inc. • Financial Services
Quarters held
8
Latest value
$8.6M
Q3 2026
Peak value
$8.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.5M |
| Q3 2025 | $11K |
| Q4 2025 | $3.5M |
| Q1 2026 | $4.9M |
| Q2 2026 | $85K |
| Q2 2026 | $7.4M |
| Q3 2026 | $77K |
| Q3 2026 | $8.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.6M | 100.2K | — | — |
| Q3 2026 | $77K | 906 | — | — |
| Q2 2026 | $7.4M | 84.8K | — | — |
| Q2 2026 | $85K | 978 | — | — |
| Q1 2026 | $4.9M | 73.4K | — | — |
| Q4 2025 | $3.5M | 54.3K | — | — |
| Q3 2025 | $11K | 167 | — | — |
| Q3 2025 | $3.5M | 50.2K | — | — |
Other funds holding IBKR
$1.7B
$1.7B
$1.3B
$725.9M
$693.1M