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VestGen Advisors’s Interactive Brokers IBKR Stock Holding History

VestGen Advisors’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 		$1.19M Sell
13,636
-137
-1% -$11.4K 0.03% 414
2026
Q1 		$1.17M Buy
13,773
+10,518
+323% +$751K 0.03% 420
2025
Q4 		$209K Sell
3,255
-440
-12% -$29.5K 0.01% 716
2025
Q3 		$254K Sell
3,695
-718
-16% -$45.2K 0.01% 632
2025
Q2 		$245K Buy
+4,413
New +$209K 0.01% 536

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

VestGen Advisors's IBKR Position: Q2 2026 in Review

VestGen Advisors reduced its Interactive Brokers (IBKR) stake by 0.99% in Q2 2026, selling an estimated $11.4K and leaving 13,636 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #414.

VestGen Advisors first reported a position in IBKR in Q2 2025 and has held it in 5 quarters since. 1,117 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • VestGen Advisors held 13,636 shares of Interactive Brokers worth $1.19M as of Q2 2026.
  • VestGen Advisors sold 137 Interactive Brokers shares in Q2 2026, an estimated $11.4K.
  • Interactive Brokers made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #414 holding.
  • VestGen Advisors first reported a position in Interactive Brokers in Q2 2025 and has held it in 5 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.