Wilkerson Advisory Group’s Interactive Brokers IBKR Stock Holding History

Wilkerson Advisory Group’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	$348	Buy	+4	New	+$333	﹤0.01%	601

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

Wilkerson Advisory Group's IBKR Position: Q2 2026 in Review

Wilkerson Advisory Group opened a new position in Interactive Brokers (IBKR) in Q2 2026: 4 shares worth $348. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings.

1,108 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Wilkerson Advisory Group held 4 shares of Interactive Brokers worth $348 as of Q2 2026.
Interactive Brokers was a new Wilkerson Advisory Group position in Q2 2026.
Interactive Brokers made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #601 holding.
1,108 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.