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Bogart Wealth LLC’s Interactive Brokers IBKR Stock Holding History

Bogart Wealth LLC’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 		$4.36K Buy
50
+15
+43% +$1.25K ﹤0.01% 1243
2026
Q1 		$2.35K Buy
35
+10
+40% +$714 ﹤0.01% 1236
2025
Q4 		$1.61K Sell
25
-7
-22% -$469 ﹤0.01% 1217
2025
Q3 		$2.2K Buy
32
+8
+33% +$503 ﹤0.01% 1137
2025
Q2 		$1.33K Buy
+24
New +$1.14K ﹤0.01% 1177
2022
Q4 		– Sell
-444
Closed -$7K – 1117
2022
Q3 		$7K Buy
+444
New +$6.84K ﹤0.01% 632

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

Bogart Wealth LLC's IBKR Position: Q2 2026 in Review

Bogart Wealth LLC increased its Interactive Brokers (IBKR) stake by 43% in Q2 2026, buying an estimated $1.25K and bringing the position to 50 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Bogart Wealth LLC first reported a position in IBKR in Q3 2022 and has held it in 6 quarters since. The position peaked at $7K in Q3 2022. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Bogart Wealth LLC held 50 shares of Interactive Brokers worth $4.36K as of Q2 2026.
  • Bogart Wealth LLC bought 15 Interactive Brokers shares in Q2 2026, an estimated $1.25K.
  • Interactive Brokers made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1243 holding.
  • Bogart Wealth LLC first reported a position in Interactive Brokers in Q3 2022 and has held it in 6 quarters since.
  • Bogart Wealth LLC's Interactive Brokers position peaked at $7K in Q3 2022.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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