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Morton Brown Family Wealth’s Interactive Brokers IBKR Stock Holding History

Morton Brown Family Wealth’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 		$10.1K Hold
116
– – ﹤0.01% 198
2026
Q1 		$7.78K Hold
116
– – ﹤0.01% 210
2025
Q4 		$7.46K Hold
116
– – ﹤0.01% 210
2025
Q3 		$7.98K Buy
+116
New +$7.3K ﹤0.01% 199

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

Morton Brown Family Wealth's IBKR Position: Q2 2026 in Review

Morton Brown Family Wealth held its Interactive Brokers (IBKR) position steady in Q2 2026 at 116 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Morton Brown Family Wealth first reported a position in IBKR in Q3 2025 and has held it in 4 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Morton Brown Family Wealth held 116 shares of Interactive Brokers worth $10.1K as of Q2 2026.
  • Morton Brown Family Wealth left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #198 holding.
  • Morton Brown Family Wealth first reported a position in Interactive Brokers in Q3 2025 and has held it in 4 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.