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HHM Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

HHM Wealth Advisors’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 		– Sell
-16
Closed -$887 – 896
2025
Q2 		$887 Hold
16
– – ﹤0.01% 816
2025
Q1 		$663 Hold
16
– – ﹤0.01% 868
2024
Q4 		$707 Buy
+16
New +$674 ﹤0.01% 891
2022
Q3 		– Sell
-252
Closed -$3K – 732
2022
Q2 		$3K Buy
+252
New +$3.74K ﹤0.01% 708

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

HHM Wealth Advisors's IBKR Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Interactive Brokers (IBKR) in Q3 2025, closing a stake of 16 shares — an estimated $887 sold.

HHM Wealth Advisors first reported a position in IBKR in Q2 2022 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 912 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • HHM Wealth Advisors reported no remaining Interactive Brokers position as of Q3 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 16 Interactive Brokers shares in Q3 2025, an estimated $887.
  • HHM Wealth Advisors first reported a position in Interactive Brokers in Q2 2022 and held it in 4 quarters.
  • HHM Wealth Advisors's Interactive Brokers position peaked at $3K in Q2 2022.
  • 912 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.