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Marks Group Wealth Management’s Interactive Brokers IBKR Stock Holding History

Marks Group 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 		$1.21M Sell
13,881
-13,838
-50% -$1.15M 0.11% 183
2026
Q1 		$1.86M Sell
27,719
-5,965
-18% -$426K 0.18% 141
2025
Q4 		$2.17M Sell
33,684
-10,639
-24% -$712K 0.21% 122
2025
Q3 		$3.05M Buy
+44,323
New +$2.79M 0.28% 96
2022
Q3 		– Sell
-227,464
Closed -$3.13M – 288
2022
Q2 		$3.13M Buy
227,464
+9,692
+4% +$144K 0.45% 78
2022
Q1 		$3.59M Buy
217,772
+21,176
+11% +$365K 0.45% 83
2021
Q4 		$3.9M Buy
196,596
+6,288
+3% +$117K 0.48% 78
2021
Q3 		$2.96M Buy
190,308
+8,800
+5% +$139K 0.4% 90
2021
Q2 		$2.98M Buy
181,508
+6,400
+4% +$111K 0.41% 101
2021
Q1 		$3.2M Sell
175,108
-65,728
-27% -$1.18M 0.47% 93
2020
Q4 		$3.67M Buy
240,836
+19,804
+9% +$262K 0.57% 80
2020
Q3 		$2.67M Buy
221,032
+1,168
+0.5% +$14.6K 0.48% 91
2020
Q2 		$2.31M Buy
219,864
+13,820
+7% +$144K 0.47% 94
2020
Q1 		$2.23M Buy
206,044
+19,252
+10% +$233K 0.58% 79
2019
Q4 		$2.18M Buy
+186,792
New +$2.19M 0.43% 97

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

Marks Group Wealth Management's IBKR Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Interactive Brokers (IBKR) stake by 50% in Q2 2026, selling an estimated $1.15M and leaving 13,881 shares worth $1.21M. The position accounts for 0.11% of the portfolio, ranked #183.

Marks Group Wealth Management first reported a position in IBKR in Q4 2019 and has held it in 15 quarters since. The position peaked at $3.9M in Q4 2021. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Marks Group Wealth Management held 13,881 shares of Interactive Brokers worth $1.21M as of Q2 2026.
  • Marks Group Wealth Management sold 13,838 Interactive Brokers shares in Q2 2026, an estimated $1.15M.
  • Interactive Brokers made up 0.11% of Marks Group Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Marks Group Wealth Management first reported a position in Interactive Brokers in Q4 2019 and has held it in 15 quarters since.
  • Marks Group Wealth Management's Interactive Brokers position peaked at $3.9M in Q4 2021.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

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