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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
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

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

NWF Advisory Services's IBKR Position: Q2 2026 in Review

NWF Advisory Services reduced its Interactive Brokers (IBKR) stake by 4.5% in Q2 2026, selling an estimated $70.8K and leaving 17,982 shares worth $1.57M. The position accounts for 0.15% of the portfolio, ranked #107.

NWF Advisory Services first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.15M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • NWF Advisory Services held 17,982 shares of Interactive Brokers worth $1.57M as of Q2 2026.
  • NWF Advisory Services sold 851 Interactive Brokers shares in Q2 2026, an estimated $70.8K.
  • Interactive Brokers made up 0.15% of NWF Advisory Services's portfolio in Q2 2026, its #107 holding.
  • NWF Advisory Services first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • NWF Advisory Services's Interactive Brokers position peaked at $3.15M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.