Sagewood Asset Management’s Interactive Brokers IBKR Stock Holding History

Sagewood Asset 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	$217K	Buy	+2,496	New	+$208K	0.05%	402

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

Sagewood Asset Management's IBKR Position: Q2 2026 in Review

Sagewood Asset Management opened a new position in Interactive Brokers (IBKR) in Q2 2026: 2,496 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #402 among its holdings.

1,111 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Sagewood Asset Management held 2,496 shares of Interactive Brokers worth $217K as of Q2 2026.
Interactive Brokers was a new Sagewood Asset Management position in Q2 2026.
Interactive Brokers made up 0.05% of Sagewood Asset Management's portfolio in Q2 2026, its #402 holding.
1,111 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.