AWM
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Ameliora Wealth Management’s Interactive Brokers IBKR Stock Holding History

Ameliora Wealth Management’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 		$814K Buy
9,352
+100
+1% +$8.32K 0.24% 56
2026
Q1 		$621K Sell
9,252
-703
-7% -$50.2K 0.2% 59
2025
Q4 		$640K Buy
9,955
+528
+6% +$35.3K 0.2% 57
2025
Q3 		$649K Buy
9,427
+4,603
+95% +$290K 0.22% 58
2025
Q2 		$267K Buy
4,824
+1,768
+58% +$83.9K 0.1% 89
2025
Q1 		$127K Buy
+3,056
New +$151K 0.05% 121

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

Ameliora Wealth Management's IBKR Position: Q2 2026 in Review

Ameliora Wealth Management increased its Interactive Brokers (IBKR) stake by 1.1% in Q2 2026, buying an estimated $8.32K and bringing the position to 9,352 shares worth $814K. The position accounts for 0.24% of the portfolio, ranked #56.

Ameliora Wealth Management first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Ameliora Wealth Management held 9,352 shares of Interactive Brokers worth $814K as of Q2 2026.
  • Ameliora Wealth Management bought 100 Interactive Brokers shares in Q2 2026, an estimated $8.32K.
  • Interactive Brokers made up 0.24% of Ameliora Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Ameliora Wealth Management first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.