NWF Advisory Services’s Interactive Brokers IBKR Stock Holding History

NWF 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 Q3	$1.7M	Buy	19,876 +1,894	+11%	+$173K	0.16%	101
2026 Q2	$1.57M	Sell	17,982 -851	-5%	-$70.8K	0.15%	107
2026 Q1	$1.26M	Buy	18,833 +1,279	+7%	+$91.3K	0.14%	115
2025 Q4	$1.13M	Sell	17,554 -28,259	-62%	-$1.89M	0.12%	119
2025 Q3	$3.15M	Buy	45,813 +507	+1%	+$31.9K	0.35%	66
2025 Q2	$2.51M	Buy	+45,306	New	+$2.15M	0.3%	68

Other funds holding IBKR

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

NWF Advisory Services's IBKR Position: Q3 2026 in Review

NWF Advisory Services increased its Interactive Brokers (IBKR) stake by 11% in Q3 2026, buying an estimated $173K and bringing the position to 19,876 shares worth $1.7M. The position accounts for 0.16% of the portfolio, ranked #101.

NWF Advisory Services first reported a position in IBKR in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.15M in Q3 2025. 239 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

NWF Advisory Services held 19,876 shares of Interactive Brokers worth $1.7M as of Q3 2026.
NWF Advisory Services bought 1,894 Interactive Brokers shares in Q3 2026, an estimated $173K.
Interactive Brokers made up 0.16% of NWF Advisory Services's portfolio in Q3 2026, its #101 holding.
NWF Advisory Services first reported a position in Interactive Brokers in Q2 2025 and has held it in 6 quarters since.
NWF Advisory Services's Interactive Brokers position peaked at $3.15M in Q3 2025.
239 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.