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JFS Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

JFS 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 		$12.4K Buy
142
+3
+2% +$250 ﹤0.01% 922
2026
Q1 		$9.32K Buy
139
+3
+2% +$214 ﹤0.01% 977
2025
Q4 		$8.75K Buy
136
+28
+26% +$1.87K ﹤0.01% 1032
2025
Q3 		$7.43K Hold
108
– – ﹤0.01% 984
2025
Q2 		$5.99K Buy
108
+12
+13% +$569 ﹤0.01% 1026
2025
Q1 		$3.98K Buy
96
+12
+14% +$595 ﹤0.01% 1218
2024
Q4 		$3.71K Hold
84
– – ﹤0.01% 1234
2024
Q3 		$2.99K Buy
84
+4
+5% +$124 ﹤0.01% 1319
2024
Q2 		$2.51K Hold
80
– – ﹤0.01% 1348
2024
Q1 		$2.29K Hold
80
– – ﹤0.01% 1393
2023
Q4 		$1.7K Hold
80
– – ﹤0.01% 1501
2023
Q3 		$1.77K Hold
80
– – ﹤0.01% 1407
2023
Q2 		$1.7K Hold
80
– – ﹤0.01% 1441
2023
Q1 		$1.69K Sell
80
-4
-5% -$81 ﹤0.01% 1428
2022
Q4 		$1.55K Sell
84
-2,032
-96% -$38K ﹤0.01% 1469
2022
Q3 		$34K Buy
2,116
+28
+1% +$431 ﹤0.01% 452
2022
Q2 		$29K Buy
2,088
+28
+1% +$416 ﹤0.01% 509
2022
Q1 		$34K Buy
2,060
+16
+0.8% +$276 ﹤0.01% 496
2021
Q4 		$41K Buy
+2,044
New +$38K ﹤0.01% 452

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

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

JFS Wealth Advisors increased its Interactive Brokers (IBKR) stake by 2.2% in Q2 2026, buying an estimated $250 and bringing the position to 142 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

JFS Wealth Advisors first reported a position in IBKR in Q4 2021 and has held it in 19 quarters since. The position peaked at $41K in Q4 2021. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • JFS Wealth Advisors held 142 shares of Interactive Brokers worth $12.4K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Interactive Brokers shares in Q2 2026, an estimated $250.
  • Interactive Brokers made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #922 holding.
  • JFS Wealth Advisors first reported a position in Interactive Brokers in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Interactive Brokers position peaked at $41K in Q4 2021.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.