MWM
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Modern Wealth Management’s Interactive Brokers IBKR Stock Holding History

Modern 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 		$260K Buy
+2,985
New +$248K ﹤0.01% 933
2026
Q1 		– Sell
-3,533
Closed -$227K – 915
2025
Q4 		$227K Buy
+3,533
New +$237K ﹤0.01% 774

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

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

Modern Wealth Management opened a new position in Interactive Brokers (IBKR) in Q2 2026: 2,985 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #933 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in IBKR as recently as Q4 2025.

Modern Wealth Management first reported a position in IBKR in Q4 2025 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Modern Wealth Management held 2,985 shares of Interactive Brokers worth $260K as of Q2 2026.
  • Interactive Brokers was a new Modern Wealth Management position in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #933 holding.
  • Modern Wealth Management first reported a position in Interactive Brokers in Q4 2025 and has held it in 2 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.