N.E.W. Advisory Services’s Interactive Brokers IBKR Stock Holding History

N.E.W. Advisory Services’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	$56.2K	Buy	646 +14	+2%	+$1.17K	﹤0.01%	358
2026 Q1	$42.4K	Hold	632	–	–	﹤0.01%	387
2025 Q4	$40.6K	Hold	632	–	–	﹤0.01%	384
2025 Q3	$43.5K	Hold	632	–	–	﹤0.01%	337
2025 Q2	$35K	Hold	632	–	–	﹤0.01%	360
2025 Q1	$26.2K	Buy	+632	New	+$31.3K	﹤0.01%	458

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

N.E.W. Advisory Services's IBKR Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Interactive Brokers (IBKR) stake by 2.2% in Q2 2026, buying an estimated $1.17K and bringing the position to 646 shares worth $56.2K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

N.E.W. Advisory Services first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

N.E.W. Advisory Services held 646 shares of Interactive Brokers worth $56.2K as of Q2 2026.
N.E.W. Advisory Services bought 14 Interactive Brokers shares in Q2 2026, an estimated $1.17K.
Interactive Brokers made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #358 holding.
N.E.W. Advisory Services first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.