MV Capital Management’s Interactive Brokers IBKR Stock Holding History

MV Capital 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	$1.22K	Buy	14 +10	+250%	+$832	﹤0.01%	871
2026 Q1	$269	Hold	4	–	–	﹤0.01%	1050
2025 Q4	$258	Hold	4	–	–	﹤0.01%	999
2025 Q3	$276	Hold	4	–	–	﹤0.01%	920
2025 Q2	$222	Sell	4 -4	-50%	-$190	﹤0.01%	936
2025 Q1	$332	Buy	+8	New	+$396	﹤0.01%	864

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

MV Capital Management's IBKR Position: Q2 2026 in Review

MV Capital Management increased its Interactive Brokers (IBKR) stake by 250% in Q2 2026, buying an estimated $832 and bringing the position to 14 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

MV Capital Management first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

MV Capital Management held 14 shares of Interactive Brokers worth $1.22K as of Q2 2026.
MV Capital Management bought 10 Interactive Brokers shares in Q2 2026, an estimated $832.
Interactive Brokers made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #871 holding.
MV Capital Management first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.