AFWM
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Abich Financial Wealth Management’s Interactive Brokers IBKR Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$100K Buy
+1,458
New +$91.7K 0.04% 231
2024
Q3 		$6.55K Sell
188
-68
-27% -$2.11K 0.01% 236
2024
Q2 		$7.85K Buy
+256
New +$7.64K 0.01% 294

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abich Financial Wealth Management's IBKR Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Interactive Brokers (IBKR) in Q3 2025: 1,458 shares worth $100K. The stake represents 0.04% of the portfolio and ranks #231 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IBKR as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in IBKR in Q2 2024 and has held it in 3 quarters since. 910 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • Abich Financial Wealth Management held 1,458 shares of Interactive Brokers worth $100K as of Q3 2025.
  • Interactive Brokers was a new Abich Financial Wealth Management position in Q3 2025.
  • Interactive Brokers made up 0.04% of Abich Financial Wealth Management's portfolio in Q3 2025, its #231 holding.
  • Abich Financial Wealth Management first reported a position in Interactive Brokers in Q2 2024 and has held it in 3 quarters since.
  • 910 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.