Joel Isaacson & Co’s Interactive Brokers IBKR Stock Holding History

Joel Isaacson & Co’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	$869K	Buy	9,980 +9	+0.1%	+$749	0.03%	217
2026 Q1	$669K	Buy	9,971 +12	+0.1%	+$857	0.02%	238
2025 Q4	$640K	Buy	9,959 +12	+0.1%	+$803	0.02%	249
2025 Q3	$684K	Buy	9,947 +12	+0.1%	+$755	0.02%	225
2025 Q2	$550K	Buy	9,935 +15	+0.2%	+$712	0.02%	240
2025 Q1	$411K	Buy	9,920 +316	+3%	+$15.7K	0.02%	267
2024 Q4	$424K	Buy	9,604 +12	+0.1%	+$505	0.02%	251
2024 Q3	$334K	Buy	9,592 +20	+0.2%	+$619	0.02%	276
2024 Q2	$293K	Buy	9,572 +20	+0.2%	+$597	0.02%	278
2024 Q1	$267K	Buy	+9,552	New	+$238K	0.01%	288

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Joel Isaacson & Co's IBKR Position: Q2 2026 in Review

Joel Isaacson & Co increased its Interactive Brokers (IBKR) stake by 0.09% in Q2 2026, buying an estimated $749 and bringing the position to 9,980 shares worth $869K. The position accounts for 0.03% of the portfolio, ranked #217.

Joel Isaacson & Co first reported a position in IBKR in Q1 2024 and has held it in 10 quarters since. 574 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Joel Isaacson & Co held 9,980 shares of Interactive Brokers worth $869K as of Q2 2026.
Joel Isaacson & Co bought 9 Interactive Brokers shares in Q2 2026, an estimated $749.
Interactive Brokers made up 0.03% of Joel Isaacson & Co's portfolio in Q2 2026, its #217 holding.
Joel Isaacson & Co first reported a position in Interactive Brokers in Q1 2024 and has held it in 10 quarters since.
574 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.