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IBEX Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

IBEX Wealth 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 		$14.2M Buy
163,575
+3,832
+2% +$319K 1.12% 23
2026
Q1 		$10.7M Buy
159,743
+5,251
+3% +$375K 1% 28
2025
Q4 		$9.94M Buy
154,492
+8,139
+6% +$545K 0.97% 28
2025
Q3 		$10.1M Buy
146,353
+4,647
+3% +$292K 0.96% 24
2025
Q2 		$7.85M Buy
141,706
+3,134
+2% +$149K 0.84% 34
2025
Q1 		$5.74M Buy
138,572
+13,980
+11% +$693K 0.76% 48
2024
Q4 		$5.5M Buy
+124,592
New +$5.25M 0.65% 49
2024
Q3 		– Sell
-106,584
Closed -$3.27M – 163
2024
Q2 		$3.27M Buy
+106,584
New +$3.18M 0.51% 61
2022
Q1 		– Sell
-15,388
Closed -$306K – 187
2021
Q4 		$306K Buy
+15,388
New +$286K 0.05% 149

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

IBEX Wealth Advisors's IBKR Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Interactive Brokers (IBKR) stake by 2.4% in Q2 2026, buying an estimated $319K and bringing the position to 163,575 shares worth $14.2M. The position accounts for 1.12% of the portfolio, ranked #23.

IBEX Wealth Advisors first reported a position in IBKR in Q4 2021 and has held it in 9 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • IBEX Wealth Advisors held 163,575 shares of Interactive Brokers worth $14.2M as of Q2 2026.
  • IBEX Wealth Advisors bought 3,832 Interactive Brokers shares in Q2 2026, an estimated $319K.
  • Interactive Brokers made up 1.12% of IBEX Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • IBEX Wealth Advisors first reported a position in Interactive Brokers in Q4 2021 and has held it in 9 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.