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Alta Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Alta 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 		– Sell
-6,954
Closed -$466K – 176
2026
Q1 		$466K Sell
6,954
-2
-0% -$143 0.15% 118
2025
Q4 		$447K Sell
6,956
-39
-0.6% -$2.61K 0.15% 108
2025
Q3 		$481K Buy
+6,995
New +$440K 0.17% 94

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

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

Alta Wealth Advisors sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 6,954 shares — an estimated $466K sold.

Alta Wealth Advisors first reported a position in IBKR in Q3 2025 and held it in 3 quarters. The position peaked at $481K in Q3 2025. 1,111 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Alta Wealth Advisors reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Alta Wealth Advisors sold 6,954 Interactive Brokers shares in Q2 2026, an estimated $466K.
  • Alta Wealth Advisors first reported a position in Interactive Brokers in Q3 2025 and held it in 3 quarters.
  • Alta Wealth Advisors's Interactive Brokers position peaked at $481K in Q3 2025.
  • 1,111 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.