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NVWM LLC’s Interactive Brokers IBKR Stock Holding History

NVWM LLC’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 		$158K Sell
1,810
-5
-0.3% -$416 0.03% 194
2026
Q1 		$122K Buy
1,815
+15
+0.8% +$1.07K 0.03% 212
2025
Q4 		$116K Hold
1,800
– – 0.03% 208
2025
Q3 		$124K Buy
1,800
+1,000
+125% +$62.9K 0.03% 213
2025
Q2 		$44.3K Hold
800
– – 0.01% 250
2025
Q1 		$33.1K Buy
+800
New +$39.6K 0.01% 245

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

NVWM LLC's IBKR Position: Q2 2026 in Review

NVWM LLC reduced its Interactive Brokers (IBKR) stake by 0.28% in Q2 2026, selling an estimated $416 and leaving 1,810 shares worth $158K. The position accounts for 0.03% of the portfolio, ranked #194.

NVWM LLC 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.

  • NVWM LLC held 1,810 shares of Interactive Brokers worth $158K as of Q2 2026.
  • NVWM LLC sold 5 Interactive Brokers shares in Q2 2026, an estimated $416.
  • Interactive Brokers made up 0.03% of NVWM LLC's portfolio in Q2 2026, its #194 holding.
  • NVWM LLC 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 NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.