180 Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

180 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	$552K	Buy	6,345 +506	+9%	+$42.1K	0.06%	271
2026 Q1	$392K	Sell	5,839 -791	-12%	-$56.5K	0.04%	313
2025 Q4	$426K	Sell	6,630 -1,335	-17%	-$89.4K	0.05%	289
2025 Q3	$548K	Sell	7,965 -3	-0%	-$189	0.07%	248
2025 Q2	$442K	Buy	7,968 +4	+0.1%	+$190	0.06%	265
2025 Q1	$330K	Buy	7,964 +148	+2%	+$7.33K	0.05%	300
2024 Q4	$345K	Sell	7,816 -160	-2%	-$6.74K	0.05%	294
2024 Q3	$278K	Sell	7,976 -52	-0.6%	-$1.61K	0.04%	347
2024 Q2	$243K	Sell	8,028 -8	-0.1%	-$239	0.04%	360
2024 Q1	$224K	Buy	+8,036	New	+$200K	0.04%	349

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

180 Wealth Advisors increased its Interactive Brokers (IBKR) stake by 8.7% in Q2 2026, buying an estimated $42.1K and bringing the position to 6,345 shares worth $552K. The position accounts for 0.06% of the portfolio, ranked #271.

180 Wealth Advisors first reported a position in IBKR in Q1 2024 and has held it in 10 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

180 Wealth Advisors held 6,345 shares of Interactive Brokers worth $552K as of Q2 2026.
180 Wealth Advisors bought 506 Interactive Brokers shares in Q2 2026, an estimated $42.1K.
Interactive Brokers made up 0.06% of 180 Wealth Advisors's portfolio in Q2 2026, its #271 holding.
180 Wealth Advisors first reported a position in Interactive Brokers in Q1 2024 and has held it in 10 quarters since.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.