QWM
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Quaker Wealth Management’s Interactive Brokers IBKR Stock Holding History

Quaker Wealth Management’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 		$1.31K Sell
15
-2
-12% -$166 ﹤0.01% 523
2026
Q1 		$1.14K Buy
17
+1
+6% +$71 ﹤0.01% 506
2025
Q4 		$1.03K Buy
16
+4
+33% +$268 ﹤0.01% 529
2025
Q3 		$826 Sell
12
-1,600
-99% -$101K ﹤0.01% 502
2025
Q2 		$89.3K Buy
+1,612
New +$76.5K 0.03% 116

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

Quaker Wealth Management's IBKR Position: Q2 2026 in Review

Quaker Wealth Management reduced its Interactive Brokers (IBKR) stake by 12% in Q2 2026, selling an estimated $166 and leaving 15 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Quaker Wealth Management first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. The position peaked at $89.3K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Quaker Wealth Management held 15 shares of Interactive Brokers worth $1.31K as of Q2 2026.
  • Quaker Wealth Management sold 2 Interactive Brokers shares in Q2 2026, an estimated $166.
  • Interactive Brokers made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #523 holding.
  • Quaker Wealth Management first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Interactive Brokers position peaked at $89.3K in Q2 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.