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Revisor Wealth Management’s Interactive Brokers IBKR Stock Holding History

Revisor 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 		$395K Sell
4,532
-1,639
-27% -$136K 0.09% 238
2026
Q1 		$414K Sell
6,171
-1,288
-17% -$91.9K 0.11% 193
2025
Q4 		$575K Sell
7,459
-3,666
-33% -$245K 0.15% 153
2025
Q3 		$808K Buy
11,125
+650
+6% +$40.9K 0.28% 80
2025
Q2 		$617K Sell
10,475
-517
-5% -$24.5K 0.22% 98
2025
Q1 		$455K Buy
10,992
+2,744
+33% +$136K 0.2% 123
2024
Q4 		$370K Sell
8,248
-9,212
-53% -$388K 0.34% 57
2024
Q3 		$608K Buy
17,460
+4,212
+32% +$130K 0.38% 51
2024
Q2 		$406K Sell
13,248
-10,032
-43% -$299K 0.28% 80
2024
Q1 		$568K Buy
23,280
+12,828
+123% +$319K 0.26% 102
2023
Q4 		$217K Sell
10,452
-9,472
-48% -$194K 0.25% 128
2023
Q3 		$431K Buy
19,924
+7,848
+65% +$175K 0.37% 60
2023
Q2 		$251K Sell
12,076
-140
-1% -$2.76K 0.23% 134
2023
Q1 		$252K Buy
+12,216
New +$249K 0.23% 133

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

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

Revisor Wealth Management reduced its Interactive Brokers (IBKR) stake by 27% in Q2 2026, selling an estimated $136K and leaving 4,532 shares worth $395K. The position accounts for 0.09% of the portfolio, ranked #238.

Revisor Wealth Management first reported a position in IBKR in Q1 2023 and has held it in 14 quarters since. The position peaked at $808K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Revisor Wealth Management held 4,532 shares of Interactive Brokers worth $395K as of Q2 2026.
  • Revisor Wealth Management sold 1,639 Interactive Brokers shares in Q2 2026, an estimated $136K.
  • Interactive Brokers made up 0.09% of Revisor Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Revisor Wealth Management first reported a position in Interactive Brokers in Q1 2023 and has held it in 14 quarters since.
  • Revisor Wealth Management's Interactive Brokers position peaked at $808K in Q3 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.