Measured Wealth Private Client Group’s Interactive Brokers IBKR Stock Holding History

Measured Wealth Private Client Group’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	$917K	Sell	10,538 -370	-3%	-$30.8K	0.22%	73
2026 Q1	$732K	Sell	10,908 -951	-8%	-$67.9K	0.2%	77
2025 Q4	$763K	Buy	11,859 +435	+4%	+$29.1K	0.2%	67
2025 Q3	$786K	Sell	11,424 -1,452	-11%	-$91.4K	0.21%	62
2025 Q2	$713K	Buy	12,876 +828	+7%	+$39.3K	0.21%	69
2025 Q1	$499K	Buy	12,048 +508	+4%	+$25.2K	0.16%	90
2024 Q4	$510K	Sell	11,540 -1,768	-13%	-$74.4K	0.16%	82
2024 Q3	$464K	Sell	13,308 -1,564	-11%	-$48.4K	0.16%	87
2024 Q2	$456K	Buy	+14,872	New	+$444K	0.16%	100

Other funds holding IBKR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Measured Wealth Private Client Group's IBKR Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Interactive Brokers (IBKR) stake by 3.4% in Q2 2026, selling an estimated $30.8K and leaving 10,538 shares worth $917K. The position accounts for 0.22% of the portfolio, ranked #73.

Measured Wealth Private Client Group first reported a position in IBKR in Q2 2024 and has held it in 9 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Measured Wealth Private Client Group held 10,538 shares of Interactive Brokers worth $917K as of Q2 2026.
Measured Wealth Private Client Group sold 370 Interactive Brokers shares in Q2 2026, an estimated $30.8K.
Interactive Brokers made up 0.22% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #73 holding.
Measured Wealth Private Client Group first reported a position in Interactive Brokers in Q2 2024 and has held it in 9 quarters since.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.