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Northwest & Ethical Investments’s Interactive Brokers IBKR Stock Holding History

Northwest & Ethical Investments’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 		$197K Sell
2,232
-3,675
-62% -$306K ﹤0.01% 417
2026
Q1 		$405K Hold
5,907
– – 0.01% 420
2025
Q4 		$384K Sell
5,907
-2,881
-33% -$193K 0.01% 419
2025
Q3 		$605K Sell
8,788
-2,160
-20% -$136K 0.01% 389
2025
Q2 		$591K Sell
10,948
-2,800
-20% -$133K 0.01% 385
2025
Q1 		$568K Buy
+13,748
New +$681K 0.02% 378

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

Northwest & Ethical Investments's IBKR Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Interactive Brokers (IBKR) stake by 62% in Q2 2026, selling an estimated $306K and leaving 2,232 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Northwest & Ethical Investments first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $605K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Northwest & Ethical Investments held 2,232 shares of Interactive Brokers worth $197K as of Q2 2026.
  • Northwest & Ethical Investments sold 3,675 Interactive Brokers shares in Q2 2026, an estimated $306K.
  • Interactive Brokers made up ﹤0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #417 holding.
  • Northwest & Ethical Investments first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • Northwest & Ethical Investments's Interactive Brokers position peaked at $605K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.