HBW
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Hazlett, Burt & Watson’s Interactive Brokers IBKR Stock Holding History

Hazlett, Burt & Watson’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 		$353K Sell
4,039
-2
-0% -$166 0.09% 192
2026
Q1 		$272K Hold
4,041
– – 0.09% 213
2025
Q4 		$260K Buy
4,041
+643
+19% +$43K 0.08% 211
2025
Q3 		$234K Buy
3,398
+1,497
+79% +$94.2K 0.08% 204
2025
Q2 		$105K Buy
1,901
+801
+73% +$38K 0.04% 278
2025
Q1 		$45K Buy
+1,100
New +$54.5K 0.02% 370

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

Hazlett, Burt & Watson's IBKR Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its Interactive Brokers (IBKR) stake by 0.05% in Q2 2026, selling an estimated $166 and leaving 4,039 shares worth $353K. The position accounts for 0.09% of the portfolio, ranked #192.

Hazlett, Burt & Watson first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 1,116 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Hazlett, Burt & Watson held 4,039 shares of Interactive Brokers worth $353K as of Q2 2026.
  • Hazlett, Burt & Watson sold 2 Interactive Brokers shares in Q2 2026, an estimated $166.
  • Interactive Brokers made up 0.09% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #192 holding.
  • Hazlett, Burt & Watson first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • 1,116 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.