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Mosley Wealth Management’s Interactive Brokers IBKR Stock Holding History

Mosley 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 		$348 Buy
+4
New +$333 ﹤0.01% 673

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Interactive Brokers (IBKR) in Q2 2026: 4 shares worth $348. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings.

574 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Mosley Wealth Management held 4 shares of Interactive Brokers worth $348 as of Q2 2026.
  • Interactive Brokers was a new Mosley Wealth Management position in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #673 holding.
  • 574 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.