CWC
IBKR icon

Carolinas Wealth Consulting’s Interactive Brokers IBKR Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-132
Closed -$5.46K – 427
2025
Q1 		$5.46K Hold
132
– – ﹤0.01% 594
2024
Q4 		$5.83K Sell
132
-220
-63% -$9.26K ﹤0.01% 617
2024
Q3 		$12.3K Buy
+352
New +$10.9K ﹤0.01% 536

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Carolinas Wealth Consulting's IBKR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 132 shares — an estimated $5.46K sold.

Carolinas Wealth Consulting first reported a position in IBKR in Q3 2024 and held it in 3 quarters. The position peaked at $12.3K in Q3 2024. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 132 Interactive Brokers shares in Q2 2025, an estimated $5.46K.
  • Carolinas Wealth Consulting first reported a position in Interactive Brokers in Q3 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Interactive Brokers position peaked at $12.3K in Q3 2024.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.