FGAM
IBKR icon

Financial Gravity Asset Management’s Interactive Brokers IBKR Stock Holding History

Financial Gravity Asset 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
Q4 		– Sell
-71
Closed -$4.89K – 846
2025
Q3 		$4.89K Buy
+71
New +$4.47K ﹤0.01% 685
2024
Q2 		– Sell
-92
Closed -$2.62K – 1959
2024
Q1 		$2.62K Buy
+92
New +$2.29K ﹤0.01% 1020
2023
Q3 		– Sell
-332
Closed -$3.14K – 1487
2023
Q2 		$3.14K Buy
+332
New +$6.55K 0.01% 556
2018
Q3 		– Sell
-80
Closed -$1K – 1501
2018
Q2 		$1K Sell
80
-15,000
-99% -$272K ﹤0.01% 1181
2018
Q1 		$277K Buy
+15,080
New +$250K 0.28% 60

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $15.1B AUM 23.54% 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
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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return