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Wealth Enhancement Trust Services’s Interactive Brokers IBKR Stock Holding History

Wealth Enhancement Trust Services’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 		$2.52K Buy
+29
New +$2.41K ﹤0.01% 963
2026
Q1 		– Sell
-362
Closed -$23.3K – 804
2025
Q4 		$23.3K Buy
+362
New +$24.2K ﹤0.01% 506

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wealth Enhancement Trust Services's IBKR Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Interactive Brokers (IBKR) in Q2 2026: 29 shares worth $2.52K. The stake represents ﹤0.01% of the portfolio and ranks #963 among its holdings. This is a return to the name: Wealth Enhancement Trust Services previously reported a position in IBKR as recently as Q4 2025.

Wealth Enhancement Trust Services first reported a position in IBKR in Q4 2025 and has held it in 2 quarters since. The position peaked at $23.3K in Q4 2025. 831 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Wealth Enhancement Trust Services held 29 shares of Interactive Brokers worth $2.52K as of Q2 2026.
  • Interactive Brokers was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #963 holding.
  • Wealth Enhancement Trust Services first reported a position in Interactive Brokers in Q4 2025 and has held it in 2 quarters since.
  • Wealth Enhancement Trust Services's Interactive Brokers position peaked at $23.3K in Q4 2025.
  • 831 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.