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Altshuler Shaham’s Interactive Brokers IBKR Stock Holding History

Altshuler Shaham’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 		$2.55M Buy
29,318
+385
+1% +$32K 0.03% 96
2026
Q1 		$1.94M Buy
28,933
+12,933
+81% +$923K 0.04% 92
2025
Q4 		$1.03M Hold
16,000
– – 0.02% 94
2025
Q3 		$1.1M Sell
16,000
-4,000
-20% -$252K 0.02% 80
2025
Q2 		$1.11M Hold
20,000
– – 0.04% 74
2025
Q1 		$828K Buy
+20,000
New +$991K 0.02% 67

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

Altshuler Shaham's IBKR Position: Q2 2026 in Review

Altshuler Shaham increased its Interactive Brokers (IBKR) stake by 1.3% in Q2 2026, buying an estimated $32K and bringing the position to 29,318 shares worth $2.55M. The position accounts for 0.03% of the portfolio, ranked #96.

Altshuler Shaham first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Altshuler Shaham held 29,318 shares of Interactive Brokers worth $2.55M as of Q2 2026.
  • Altshuler Shaham bought 385 Interactive Brokers shares in Q2 2026, an estimated $32K.
  • Interactive Brokers made up 0.03% of Altshuler Shaham's portfolio in Q2 2026, its #96 holding.
  • Altshuler Shaham first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.