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Mount Yale Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Mount Yale Investment Advisors’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 		$1.58M Sell
18,189
-375
-2% -$31.2K 0.03% 469
2026
Q1 		$1.25M Buy
18,564
+6,781
+58% +$484K 0.03% 473
2025
Q4 		$758K Buy
11,783
+8,321
+240% +$557K 0.04% 371
2025
Q3 		$238K Buy
3,462
+2,213
+177% +$139K 0.02% 585
2025
Q2 		$69.2K Buy
+1,249
New +$59.3K 0.01% 725

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's IBKR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Interactive Brokers (IBKR) stake by 2% in Q2 2026, selling an estimated $31.2K and leaving 18,189 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #469.

Mount Yale Investment Advisors first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. 1,118 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Mount Yale Investment Advisors held 18,189 shares of Interactive Brokers worth $1.58M as of Q2 2026.
  • Mount Yale Investment Advisors sold 375 Interactive Brokers shares in Q2 2026, an estimated $31.2K.
  • Interactive Brokers made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #469 holding.
  • Mount Yale Investment Advisors first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • 1,118 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.