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Ritholtz Wealth Management’s Interactive Brokers IBKR Stock Holding History

Ritholtz 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 		$1.95M Buy
22,395
+13,072
+140% +$1.09M 0.03% 425
2026
Q1 		$625K Buy
9,323
+577
+7% +$41.2K 0.01% 703
2025
Q4 		$562K Buy
8,746
+453
+5% +$30.3K 0.01% 684
2025
Q3 		$571K Sell
8,293
-260
-3% -$16.4K 0.01% 645
2025
Q2 		$474K Buy
8,553
+605
+8% +$28.7K 0.01% 660
2025
Q1 		$329K Buy
7,948
+316
+4% +$15.7K 0.01% 720
2024
Q4 		$337K Buy
7,632
+80
+1% +$3.37K 0.01% 675
2024
Q3 		$263K Buy
+7,552
New +$234K 0.01% 737

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

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

Ritholtz Wealth Management increased its Interactive Brokers (IBKR) stake by 140% in Q2 2026, buying an estimated $1.09M and bringing the position to 22,395 shares worth $1.95M. The position accounts for 0.03% of the portfolio, ranked #425.

Ritholtz Wealth Management first reported a position in IBKR in Q3 2024 and has held it in 8 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Ritholtz Wealth Management held 22,395 shares of Interactive Brokers worth $1.95M as of Q2 2026.
  • Ritholtz Wealth Management bought 13,072 Interactive Brokers shares in Q2 2026, an estimated $1.09M.
  • Interactive Brokers made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Ritholtz Wealth Management first reported a position in Interactive Brokers in Q3 2024 and has held it in 8 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.