HWM
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Hemington Wealth Management’s Interactive Brokers IBKR Stock Holding History

Hemington 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 		$19K Buy
280
+22
+9% +$1.38K ﹤0.01% 644
2025
Q2 		$14K Buy
258
+22
+9% +$1.04K ﹤0.01% 741
2025
Q1 		$9K Buy
236
+164
+228% +$8.13K ﹤0.01% 849
2024
Q4 		$3K Buy
72
+40
+125% +$1.68K ﹤0.01% 1174
2024
Q3 		$1K Buy
+32
New +$991 ﹤0.01% 1330

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 $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hemington Wealth Management's IBKR Position: Q3 2025 in Review

Hemington Wealth Management increased its Interactive Brokers (IBKR) stake by 8.5% in Q3 2025, buying an estimated $1.38K and bringing the position to 280 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Hemington Wealth Management first reported a position in IBKR in Q3 2024 and has held it in 5 quarters since. 911 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • Hemington Wealth Management held 280 shares of Interactive Brokers worth $19K as of Q3 2025.
  • Hemington Wealth Management bought 22 Interactive Brokers shares in Q3 2025, an estimated $1.38K.
  • Interactive Brokers made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #644 holding.
  • Hemington Wealth Management first reported a position in Interactive Brokers in Q3 2024 and has held it in 5 quarters since.
  • 911 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.