Mission Wealth Management’s Interactive Brokers IBKR Stock Holding History

Mission 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	$771K	Buy	8,858 +868	+11%	+$72.2K	0.01%	551
2026 Q1	$536K	Sell	7,990 -5,430	-40%	-$388K	0.01%	476
2025 Q4	$863K	Sell	13,420 -1,173	-8%	-$78.5K	0.02%	365
2025 Q3	$1M	Buy	14,593 +5,277	+57%	+$332K	0.02%	331
2025 Q2	$516K	Sell	9,316 -27,580	-75%	-$1.31M	0.01%	468
2025 Q1	$1.53M	Sell	36,896 -8,272	-18%	-$410K	0.04%	224
2024 Q4	$1.99M	Sell	45,168 -912	-2%	-$38.4K	0.05%	180
2024 Q3	$1.61M	Buy	46,080 +72	+0.2%	+$2.23K	0.04%	208
2024 Q2	$1.41M	Buy	+46,008	New	+$1.37M	0.04%	212

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

Mission Wealth Management's IBKR Position: Q2 2026 in Review

Mission Wealth Management increased its Interactive Brokers (IBKR) stake by 11% in Q2 2026, buying an estimated $72.2K and bringing the position to 8,858 shares worth $771K. The position accounts for 0.01% of the portfolio, ranked #551.

Mission Wealth Management first reported a position in IBKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.99M in Q4 2024. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Mission Wealth Management held 8,858 shares of Interactive Brokers worth $771K as of Q2 2026.
Mission Wealth Management bought 868 Interactive Brokers shares in Q2 2026, an estimated $72.2K.
Interactive Brokers made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #551 holding.
Mission Wealth Management first reported a position in Interactive Brokers in Q2 2024 and has held it in 9 quarters since.
Mission Wealth Management's Interactive Brokers position peaked at $1.99M in Q4 2024.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.