Northwestern Mutual Wealth Management’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.17M | Sell |
13,466
-1,651
| -11% | -$137K | ﹤0.01% | 1354 |
|
|
2026
Q1 | $1.01M | Buy |
15,117
+2,550
| +20% | +$182K | ﹤0.01% | 1331 |
|
|
2025
Q4 | $808K | Buy |
12,567
+877
| +8% | +$58.7K | ﹤0.01% | 1362 |
|
|
2025
Q3 | $804K | Buy |
11,690
+3,956
| +51% | +$249K | ﹤0.01% | 1310 |
|
|
2025
Q2 | $429K | Sell |
7,734
-266
| -3% | -$12.6K | ﹤0.01% | 1434 |
|
|
2025
Q1 | $331K | Sell |
8,000
-3,396
| -30% | -$168K | ﹤0.01% | 1473 |
|
|
2024
Q4 | $503K | Buy |
11,396
+4,512
| +66% | +$190K | ﹤0.01% | 1320 |
|
|
2024
Q3 | $240K | Buy |
6,884
+756
| +12% | +$23.4K | ﹤0.01% | 1564 |
|
|
2024
Q2 | $188K | Buy |
6,128
+1,680
| +38% | +$50.1K | ﹤0.01% | 1582 |
|
|
2024
Q1 | $124K | Buy |
4,448
+8
| +0.2% | +$199 | ﹤0.01% | 1742 |
|
|
2023
Q4 | $92K | Sell |
4,440
-224
| -5% | -$4.58K | ﹤0.01% | 1817 |
|
|
2023
Q3 | $101K | Buy |
4,664
+2,960
| +174% | +$65.9K | ﹤0.01% | 1712 |
|
|
2023
Q2 | $35.4K | Buy |
1,704
+1,332
| +358% | +$26.3K | ﹤0.01% | 2119 |
|
|
2023
Q1 | $7.68K | Buy |
372
+216
| +138% | +$4.4K | ﹤0.01% | 2599 |
|
|
2022
Q4 | $2.82K | Buy |
156
+48
| +44% | +$897 | ﹤0.01% | 2882 |
|
|
2022
Q3 | $2K | Buy |
108
+68
| +170% | +$1.05K | ﹤0.01% | 2877 |
|
|
2022
Q2 | $1K | Buy |
40
+36
| +900% | +$535 | ﹤0.01% | 3032 |
|
|
2022
Q1 | $0 | Sell |
4
-68
| -94% | -$1.17K | ﹤0.01% | 3239 |
|
|
2021
Q4 | $1K | Sell |
72
-24
| -25% | -$447 | ﹤0.01% | 3036 |
|
|
2021
Q3 | $1K | Buy |
96
+44
| +85% | +$693 | ﹤0.01% | 2927 |
|
|
2021
Q2 | $1K | Buy |
52
+16
| +44% | +$277 | ﹤0.01% | 2890 |
|
|
2021
Q1 | $1K | Sell |
36
-2,044
| -98% | -$36.8K | ﹤0.01% | 2686 |
|
|
2020
Q4 | $31K | Buy |
2,080
+1,496
| +256% | +$19.8K | ﹤0.01% | 1803 |
|
|
2020
Q3 | $7K | Buy |
+584
| New | +$7.28K | ﹤0.01% | 2080 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$3K | – | 2597 |
|
|
2019
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 2241 |
|
|
2018
Q4 | $3K | Buy |
+200
| New | +$2.67K | ﹤0.01% | 2127 |
|
|
2018
Q1 | – | Sell |
-736
| Closed | -$11K | – | 2302 |
|
|
2017
Q4 | $11K | Buy |
736
+144
| +24% | +$1.96K | ﹤0.01% | 1721 |
|
|
2017
Q3 | $7K | Buy |
+592
| New | +$6.04K | ﹤0.01% | 1741 |
|
|
2017
Q1 | – | Sell |
-712
| Closed | -$6K | – | 2187 |
|
|
2016
Q4 | $6K | Sell |
712
-120
| -14% | -$1.09K | ﹤0.01% | 1783 |
|
|
2016
Q3 | $7K | Hold |
832
| – | – | ﹤0.01% | 1613 |
|
|
2016
Q2 | $7K | Sell |
832
-112
| -12% | -$1.07K | ﹤0.01% | 1484 |
|
|
2016
Q1 | $9K | Buy |
+944
| New | +$8.33K | ﹤0.01% | 1467 |
|
Other funds holding IBKR
GWM
Northwestern Mutual Wealth Management's IBKR Position: Q2 2026 in Review
Northwestern Mutual Wealth Management reduced its Interactive Brokers (IBKR) stake by 11% in Q2 2026, selling an estimated $137K and leaving 13,466 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1354.
Northwestern Mutual Wealth Management first reported a position in IBKR in Q1 2016 and has held it in 32 quarters since. 1,118 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.
- Northwestern Mutual Wealth Management held 13,466 shares of Interactive Brokers worth $1.17M as of Q2 2026.
- Northwestern Mutual Wealth Management sold 1,651 Interactive Brokers shares in Q2 2026, an estimated $137K.
- Interactive Brokers made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1354 holding.
- Northwestern Mutual Wealth Management first reported a position in Interactive Brokers in Q1 2016 and has held it in 32 quarters since.
- 1,118 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.