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Aaron Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Aaron 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 		$389K Sell
4,465
-104
-2% -$8.66K 0.02% 502
2026
Q1 		$306K Buy
4,569
+227
+5% +$16.2K 0.02% 550
2025
Q4 		$279K Buy
4,342
+189
+5% +$12.7K 0.02% 587
2025
Q3 		$286K Buy
+4,153
New +$261K 0.02% 536

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Aaron Wealth Advisors reduced its Interactive Brokers (IBKR) stake by 2.3% in Q2 2026, selling an estimated $8.66K and leaving 4,465 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #502.

Aaron Wealth Advisors first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Aaron Wealth Advisors held 4,465 shares of Interactive Brokers worth $389K as of Q2 2026.
  • Aaron Wealth Advisors sold 104 Interactive Brokers shares in Q2 2026, an estimated $8.66K.
  • Interactive Brokers made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #502 holding.
  • Aaron Wealth Advisors first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.