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Delta Investment Management’s Interactive Brokers IBKR Stock Holding History

Delta Investment 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 		$1.38M Buy
15,901
+1,026
+7% +$85.4K 0.23% 83
2026
Q1 		$998K Sell
14,875
-144
-1% -$10.3K 0.18% 96
2025
Q4 		$966K Sell
15,019
-124
-0.8% -$8.3K 0.17% 103
2025
Q3 		$1.04M Buy
15,143
+587
+4% +$36.9K 0.19% 89
2025
Q2 		$807K Sell
14,556
-1,784
-11% -$84.6K 0.16% 96
2025
Q1 		$676K Buy
16,340
+1,044
+7% +$51.7K 0.14% 90
2024
Q4 		$676K Buy
15,296
+496
+3% +$20.9K 0.13% 98
2024
Q3 		$516K Buy
+14,800
New +$458K 0.11% 116

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 $2.74B 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

Delta Investment Management's IBKR Position: Q2 2026 in Review

Delta Investment Management increased its Interactive Brokers (IBKR) stake by 6.9% in Q2 2026, buying an estimated $85.4K and bringing the position to 15,901 shares worth $1.38M. The position accounts for 0.23% of the portfolio, ranked #83.

Delta Investment Management first reported a position in IBKR in Q3 2024 and has held it in 8 quarters since. 1,118 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Delta Investment Management held 15,901 shares of Interactive Brokers worth $1.38M as of Q2 2026.
  • Delta Investment Management bought 1,026 Interactive Brokers shares in Q2 2026, an estimated $85.4K.
  • Interactive Brokers made up 0.23% of Delta Investment Management's portfolio in Q2 2026, its #83 holding.
  • Delta Investment Management first reported a position in Interactive Brokers in Q3 2024 and has held it in 8 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.