Rehmann Capital Advisory Group’s Interactive Brokers IBKR Stock Holding History

Rehmann Capital Advisory Group’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	$319K	Sell	3,658 -30	-0.8%	-$2.5K	0.01%	551
2026 Q1	$247K	Buy	3,688 +25	+0.7%	+$1.78K	0.01%	592
2025 Q4	$236K	Buy	3,663 +6	+0.2%	+$402	0.01%	596
2025 Q3	$252K	Sell	3,657 -426	-10%	-$26.8K	0.01%	557
2025 Q2	$226K	Buy	+4,083	New	+$194K	0.01%	545
2019 Q3	$17.2K	Hold	1,276	–	–	﹤0.01%	911
2019 Q2	$17.3K	Hold	1,276	–	–	﹤0.01%	1186
2019 Q1	$16.5K	Hold	1,276	–	–	﹤0.01%	1178
2018 Q4	$17.4K	Hold	1,276	–	–	﹤0.01%	896
2018 Q3	$17.6K	Hold	1,276	–	–	﹤0.01%	1158
2018 Q2	$20.5K	Hold	1,276	–	–	﹤0.01%	1101
2018 Q1	$21K	Buy	+1,276	New	+$21.1K	﹤0.01%	1058

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Rehmann Capital Advisory Group's IBKR Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its Interactive Brokers (IBKR) stake by 0.81% in Q2 2026, selling an estimated $2.5K and leaving 3,658 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #551.

Rehmann Capital Advisory Group first reported a position in IBKR in Q1 2018 and has held it in 12 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Rehmann Capital Advisory Group held 3,658 shares of Interactive Brokers worth $319K as of Q2 2026.
Rehmann Capital Advisory Group sold 30 Interactive Brokers shares in Q2 2026, an estimated $2.5K.
Interactive Brokers made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #551 holding.
Rehmann Capital Advisory Group first reported a position in Interactive Brokers in Q1 2018 and has held it in 12 quarters since.
1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.