BWL
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Bogart Wealth LLC’s Interactive Brokers IBKR Stock Holding History

Bogart Wealth LLC’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
Q1 		$2.35K Buy
35
+10
+40% +$714 ﹤0.01% 1236
2025
Q4 		$1.61K Sell
25
-7
-22% -$469 ﹤0.01% 1217
2025
Q3 		$2.2K Buy
32
+8
+33% +$503 ﹤0.01% 1137
2025
Q2 		$1.33K Buy
+24
New +$1.14K ﹤0.01% 1177
2022
Q4 		– Sell
-444
Closed -$7K – 1127
2022
Q3 		$7K Buy
+444
New +$6.84K ﹤0.01% 632

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return