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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NWF Advisory Services's IBKR Position: Q1 2026 in Review

NWF Advisory Services increased its Interactive Brokers (IBKR) stake by 7.3% in Q1 2026, buying an estimated $91.3K and bringing the position to 18,833 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #115.

NWF Advisory Services first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.15M in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • NWF Advisory Services held 18,833 shares of Interactive Brokers worth $1.26M as of Q1 2026.
  • NWF Advisory Services bought 1,279 Interactive Brokers shares in Q1 2026, an estimated $91.3K.
  • Interactive Brokers made up 0.14% of NWF Advisory Services's portfolio in Q1 2026, its #115 holding.
  • NWF Advisory Services first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • NWF Advisory Services's Interactive Brokers position peaked at $3.15M in Q3 2025.
  • 993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.