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Wolff Wiese Magana’s Interactive Brokers IBKR Stock Holding History

Wolff Wiese Magana’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 		$8.01K Sell
92
-32
-26% -$2.66K ﹤0.01% 541
2026
Q1 		$8.32K Hold
124
– – ﹤0.01% 503
2025
Q4 		$7.97K Hold
124
– – ﹤0.01% 480
2025
Q3 		$8.53K Hold
124
– – ﹤0.01% 473
2025
Q2 		$6.87K Hold
124
– – ﹤0.01% 498
2025
Q1 		$5.13K Buy
+124
New +$6.14K ﹤0.01% 552
2024
Q2 		– Sell
-168
Closed -$4.69K – 800
2024
Q1 		$4.69K Sell
168
-172
-51% -$4.28K ﹤0.01% 403
2023
Q4 		$7.05K Hold
340
– – 0.01% 335
2023
Q3 		$7.36K Hold
340
– – 0.01% 384
2023
Q2 		$7.06K Buy
+340
New +$6.71K 0.01% 399
2022
Q4 		– Sell
-3,872
Closed -$62K – 872
2022
Q3 		$62K Sell
3,872
-84
-2% -$1.29K 0.05% 210
2022
Q2 		$54K Sell
3,956
-124
-3% -$1.84K 0.04% 245
2022
Q1 		$67K Buy
4,080
+32
+0.8% +$551 0.04% 224
2021
Q4 		$80K Sell
4,048
-376
-8% -$7K 0.05% 223
2021
Q3 		$69K Buy
4,424
+608
+16% +$9.58K 0.05% 237
2021
Q2 		$63K Buy
3,816
+244
+7% +$4.22K 0.04% 255
2021
Q1 		$65K Buy
3,572
+72
+2% +$1.3K 0.05% 236
2020
Q4 		$53K Buy
+3,500
New +$46.4K 0.04% 257

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

Wolff Wiese Magana's IBKR Position: Q2 2026 in Review

Wolff Wiese Magana reduced its Interactive Brokers (IBKR) stake by 26% in Q2 2026, selling an estimated $2.66K and leaving 92 shares worth $8.01K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Wolff Wiese Magana first reported a position in IBKR in Q4 2020 and has held it in 18 quarters since. The position peaked at $80K in Q4 2021. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Wolff Wiese Magana held 92 shares of Interactive Brokers worth $8.01K as of Q2 2026.
  • Wolff Wiese Magana sold 32 Interactive Brokers shares in Q2 2026, an estimated $2.66K.
  • Interactive Brokers made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #541 holding.
  • Wolff Wiese Magana first reported a position in Interactive Brokers in Q4 2020 and has held it in 18 quarters since.
  • Wolff Wiese Magana's Interactive Brokers position peaked at $80K in Q4 2021.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.