Crewe Advisors’s Interactive Brokers IBKR Stock Holding History

Crewe 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	$891K	Hold	10,232	–	–	0.06%	97
2026 Q1	$686K	Buy	10,232 +40	+0.4%	+$2.85K	0.06%	104
2025 Q4	$655K	Hold	10,192	–	–	0.06%	103
2025 Q3	$701K	Hold	10,192	–	–	0.07%	97
2025 Q2	$565K	Hold	10,192	–	–	0.08%	85
2025 Q1	$422K	Hold	10,192	–	–	0.06%	87
2024 Q4	$450K	Hold	10,192	–	–	0.06%	84
2024 Q3	$355K	Hold	10,192	–	–	0.04%	105
2024 Q2	$312K	Hold	10,192	–	–	0.04%	138
2024 Q1	$285K	Sell	10,192 -352	-3%	-$8.77K	0.03%	142
2023 Q4	$219K	Buy	10,544 +352	+3%	+$7.2K	0.03%	67
2023 Q3	$221K	Hold	10,192	–	–	0.04%	67
2023 Q2	$212K	Hold	10,192	–	–	0.03%	134
2023 Q1	$210K	Hold	10,192	–	–	0.03%	153
2022 Q4	$184K	Sell	10,192 -252	-2%	-$4.71K	0.03%	161
2022 Q3	$167K	Hold	10,444	–	–	0.03%	168
2022 Q2	$144K	Buy	10,444 +252	+2%	+$3.74K	0.03%	174
2022 Q1	$168K	Hold	10,192	–	–	0.03%	125
2021 Q4	$202K	Hold	10,192	–	–	0.04%	86
2021 Q3	$159K	Hold	10,192	–	–	0.04%	83
2021 Q2	$167K	Hold	10,192	–	–	0.04%	79
2021 Q1	$186K	Hold	10,192	–	–	0.05%	65
2020 Q4	$155K	Hold	10,192	–	–	0.06%	71
2020 Q3	$123K	Hold	10,192	–	–	0.06%	72
2020 Q2	$106K	Buy	+10,192	New	+$107K	0.05%	75

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

Crewe Advisors's IBKR Position: Q2 2026 in Review

Crewe Advisors held its Interactive Brokers (IBKR) position steady in Q2 2026 at 10,232 shares worth $891K. The position accounts for 0.06% of the portfolio, ranked #97.

Crewe Advisors first reported a position in IBKR in Q2 2020 and has held it in 25 quarters since. 1,111 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Crewe Advisors held 10,232 shares of Interactive Brokers worth $891K as of Q2 2026.
Crewe Advisors left its Interactive Brokers share count unchanged in Q2 2026.
Interactive Brokers made up 0.06% of Crewe Advisors's portfolio in Q2 2026, its #97 holding.
Crewe Advisors first reported a position in Interactive Brokers in Q2 2020 and has held it in 25 quarters since.
1,111 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.