Bartlett & Co Wealth Management’s Interactive Brokers IBKR Stock Holding History

Bartlett & Co 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	$725K	Buy	8,328 +70	+0.8%	+$5.83K	0.01%	313
2026 Q1	$675K	Buy	8,258 +258	+3%	+$18.4K	0.01%	308
2025 Q4	$514K	Hold	8,000	–	–	0.01%	331
2025 Q3	$550K	Hold	8,000	–	–	0.01%	322
2025 Q2	$443K	Hold	8,000	–	–	0.01%	349
2025 Q1	$331K	Sell	8,000 -1,440	-15%	-$71.4K	﹤0.01%	385
2024 Q4	$417K	Hold	9,440	–	–	0.01%	346
2024 Q3	$329K	Hold	9,440	–	–	﹤0.01%	389
2024 Q2	$289K	Hold	9,440	–	–	﹤0.01%	400
2024 Q1	$264K	Hold	9,440	–	–	﹤0.01%	419
2023 Q4	$196K	Hold	9,440	–	–	﹤0.01%	473
2023 Q3	$204K	Hold	9,440	–	–	﹤0.01%	441
2023 Q2	$196K	Hold	9,440	–	–	﹤0.01%	457
2023 Q1	$195K	Hold	9,440	–	–	﹤0.01%	383
2022 Q4	$171K	Hold	9,440	–	–	﹤0.01%	406
2022 Q3	$151K	Hold	9,440	–	–	﹤0.01%	409
2022 Q2	$130K	Hold	9,440	–	–	﹤0.01%	424
2022 Q1	$156K	Buy	+9,440	New	+$163K	﹤0.01%	417

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

Bartlett & Co Wealth Management's IBKR Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Interactive Brokers (IBKR) stake by 0.85% in Q2 2026, buying an estimated $5.83K and bringing the position to 8,328 shares worth $725K. The position accounts for 0.01% of the portfolio, ranked #313.

Bartlett & Co Wealth Management first reported a position in IBKR in Q1 2022 and has held it in 18 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Bartlett & Co Wealth Management held 8,328 shares of Interactive Brokers worth $725K as of Q2 2026.
Bartlett & Co Wealth Management bought 70 Interactive Brokers shares in Q2 2026, an estimated $5.83K.
Interactive Brokers made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #313 holding.
Bartlett & Co Wealth Management first reported a position in Interactive Brokers in Q1 2022 and has held it in 18 quarters since.
1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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