IMA Advisory Services’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$42.6K Buy
490
+20
+4% +$1.67K ﹤0.01% 528
2026
Q1
$31.5K Buy
470
+15
+3% +$1.07K ﹤0.01% 274
2025
Q4
$29.3K Buy
455
+178
+64% +$11.9K ﹤0.01% 282
2025
Q3
$19.1K Buy
+277
New +$17.4K ﹤0.01% 296

Other funds holding IBKR

IMA Advisory Services's IBKR Position: Q2 2026 in Review

IMA Advisory Services increased its Interactive Brokers (IBKR) stake by 4.3% in Q2 2026, buying an estimated $1.67K and bringing the position to 490 shares worth $42.6K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

IMA Advisory Services first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • IMA Advisory Services held 490 shares of Interactive Brokers worth $42.6K as of Q2 2026.
  • IMA Advisory Services bought 20 Interactive Brokers shares in Q2 2026, an estimated $1.67K.
  • Interactive Brokers made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #528 holding.
  • IMA Advisory Services first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.