Empower Advisory Group’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$74.2M Sell
1,105,919
-659,449
-37% -$47.1M 0.19% 105
2025
Q4
$114M Sell
1,765,368
-80,312
-4% -$5.38M 0.31% 60
2025
Q3
$127M Sell
1,845,680
-1,166
-0.1% -$73.4K 0.35% 52
2025
Q2
$102M Buy
1,846,846
+56,242
+3% +$2.67M 0.31% 63
2025
Q1
$74.1M Sell
1,790,604
-917,100
-34% -$45.4M 0.24% 88
2024
Q4
$120M Sell
2,707,704
-32,836
-1% -$1.38M 0.4% 47
2024
Q3
$95.5M Buy
2,740,540
+29,572
+1% +$916K 0.32% 63
2024
Q2
$83.1M Sell
2,710,968
-6,044
-0.2% -$180K 0.31% 67
2024
Q1
$75.9M Buy
2,717,012
+609,784
+29% +$15.2M 0.28% 78
2023
Q4
$43.7M Buy
2,107,228
+31,792
+2% +$651K 0.17% 114
2023
Q3
$44.9M Buy
2,075,436
+26,336
+1% +$586K 0.2% 105
2023
Q2
$42.6M Buy
2,049,100
+35,096
+2% +$692K 0.18% 119
2023
Q1
$41.5M Buy
+2,014,004
New +$41M 0.19% 117

Other funds holding IBKR