Turtle Creek Wealth Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
Other funds holding IBKR
GWM
Turtle Creek Wealth Advisors's IBKR Position: Q2 2026 in Review
Turtle Creek Wealth Advisors opened a new position in Interactive Brokers (IBKR) in Q2 2026: 4,094 shares worth $357K. The stake represents 0.02% of the portfolio and ranks #326 among its holdings. This is a return to the name: Turtle Creek Wealth Advisors previously reported a position in IBKR as recently as Q4 2023.
Turtle Creek Wealth Advisors first reported a position in IBKR in Q4 2023 and has held it in 2 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.
- Turtle Creek Wealth Advisors held 4,094 shares of Interactive Brokers worth $357K as of Q2 2026.
- Interactive Brokers was a new Turtle Creek Wealth Advisors position in Q2 2026.
- Interactive Brokers made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #326 holding.
- Turtle Creek Wealth Advisors first reported a position in Interactive Brokers in Q4 2023 and has held it in 2 quarters since.
- 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.