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DiNuzzo Private Wealth’s Interactive Brokers IBKR Stock Holding History

DiNuzzo Private Wealth’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 		$2.18K Hold
25
– – ﹤0.01% 644
2026
Q1 		$1.68K Hold
25
– – ﹤0.01% 707
2025
Q4 		$1.61K Sell
25
-1
-4% -$67 ﹤0.01% 719
2025
Q3 		$1.62K Buy
26
+2
+8% +$126 ﹤0.01% 716
2025
Q2 		$1.33K Hold
24
– – ﹤0.01% 767
2025
Q1 		$994 Hold
24
– – ﹤0.01% 828
2024
Q4 		$1.06K Hold
24
– – ﹤0.01% 828
2024
Q3 		$837 Hold
24
– – ﹤0.01% 924
2024
Q2 		$736 Buy
24
+4
+20% +$119 ﹤0.01% 913
2024
Q1 		$559 Hold
20
– – ﹤0.01% 939
2023
Q4 		$415 Buy
+20
New +$409 ﹤0.01% 1040

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

DiNuzzo Private Wealth's IBKR Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Interactive Brokers (IBKR) position steady in Q2 2026 at 25 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

DiNuzzo Private Wealth first reported a position in IBKR in Q4 2023 and has held it in 11 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • DiNuzzo Private Wealth held 25 shares of Interactive Brokers worth $2.18K as of Q2 2026.
  • DiNuzzo Private Wealth left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #644 holding.
  • DiNuzzo Private Wealth first reported a position in Interactive Brokers in Q4 2023 and has held it in 11 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.