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IMA Advisory Services’s Interactive Brokers IBKR Stock Holding History

IMA Advisory Services’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IMA Advisory Services's IBKR Position: Q1 2026 in Review

IMA Advisory Services increased its Interactive Brokers (IBKR) stake by 3.3% in Q1 2026, buying an estimated $1.07K and bringing the position to 470 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

IMA Advisory Services first reported a position in IBKR in Q3 2025 and has held it in 3 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • IMA Advisory Services held 470 shares of Interactive Brokers worth $31.5K as of Q1 2026.
  • IMA Advisory Services bought 15 Interactive Brokers shares in Q1 2026, an estimated $1.07K.
  • Interactive Brokers made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #274 holding.
  • IMA Advisory Services first reported a position in Interactive Brokers in Q3 2025 and has held it in 3 quarters since.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.