IWM
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IHT Wealth Management’s Interactive Brokers IBKR Stock Holding History

IHT Wealth 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 		$423K Sell
4,865
-976
-17% -$81.2K 0.01% 893
2026
Q1 		$392K Sell
5,841
-87
-1% -$6.21K 0.01% 915
2025
Q4 		$381K Sell
5,928
-389
-6% -$26K 0.01% 874
2025
Q3 		$435K Buy
6,317
+186
+3% +$11.7K 0.01% 790
2025
Q2 		$340K Sell
6,131
-349
-5% -$16.6K 0.01% 830
2025
Q1 		$268K Buy
6,480
+712
+12% +$35.3K 0.01% 908
2024
Q4 		$255K Sell
5,768
-1,484
-20% -$62.5K 0.01% 918
2024
Q3 		$253K Buy
7,252
+4
+0.1% +$124 0.01% 981
2024
Q2 		$222K Sell
7,248
-428
-6% -$12.8K 0.01% 913
2024
Q1 		$214K Buy
+7,676
New +$191K 0.01% 919

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

IHT Wealth Management's IBKR Position: Q2 2026 in Review

IHT Wealth Management reduced its Interactive Brokers (IBKR) stake by 17% in Q2 2026, selling an estimated $81.2K and leaving 4,865 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #893.

IHT Wealth Management first reported a position in IBKR in Q1 2024 and has held it in 10 quarters since. The position peaked at $435K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • IHT Wealth Management held 4,865 shares of Interactive Brokers worth $423K as of Q2 2026.
  • IHT Wealth Management sold 976 Interactive Brokers shares in Q2 2026, an estimated $81.2K.
  • Interactive Brokers made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #893 holding.
  • IHT Wealth Management first reported a position in Interactive Brokers in Q1 2024 and has held it in 10 quarters since.
  • IHT Wealth Management's Interactive Brokers position peaked at $435K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.