Heritage Family Offices’s Interactive Brokers IBKR Stock Holding History

Heritage Family Offices’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	$565K	Sell	6,491 -2,300	-26%	-$191K	0.22%	89
2026 Q1	$590K	Sell	8,791 -2,115	-19%	-$151K	0.26%	90
2025 Q4	$701K	Sell	10,906 -1,053	-9%	-$70.5K	0.32%	76
2025 Q3	$823K	Buy	11,959 +8,011	+203%	+$504K	0.38%	64
2025 Q2	$650K	Sell	3,948 -11,844	-75%	-$562K	0.33%	75
2025 Q1	$654K	Buy	15,792 +3,524	+29%	+$175K	0.33%	74
2024 Q4	$542K	Sell	12,268 -1,388	-10%	-$58.4K	0.27%	82
2024 Q3	$476K	Buy	13,656 +188	+1%	+$5.82K	0.25%	86
2024 Q2	$413K	Buy	+13,468	New	+$402K	0.23%	90

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

Heritage Family Offices's IBKR Position: Q2 2026 in Review

Heritage Family Offices reduced its Interactive Brokers (IBKR) stake by 26% in Q2 2026, selling an estimated $191K and leaving 6,491 shares worth $565K. The position accounts for 0.22% of the portfolio, ranked #89.

Heritage Family Offices first reported a position in IBKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $823K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Heritage Family Offices held 6,491 shares of Interactive Brokers worth $565K as of Q2 2026.
Heritage Family Offices sold 2,300 Interactive Brokers shares in Q2 2026, an estimated $191K.
Interactive Brokers made up 0.22% of Heritage Family Offices's portfolio in Q2 2026, its #89 holding.
Heritage Family Offices first reported a position in Interactive Brokers in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's Interactive Brokers position peaked at $823K in Q3 2025.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.