Institute for Wealth Management’s Interactive Brokers IBKR Stock Holding History

Institute for 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	$36.9K	Buy	+424	New	+$35.3K	﹤0.01%	960

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Institute for Wealth Management's IBKR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Interactive Brokers (IBKR) in Q2 2026: 424 shares worth $36.9K. The stake represents ﹤0.01% of the portfolio and ranks #960 among its holdings.

617 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Institute for Wealth Management held 424 shares of Interactive Brokers worth $36.9K as of Q2 2026.
Interactive Brokers was a new Institute for Wealth Management position in Q2 2026.
Interactive Brokers made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #960 holding.
617 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.