HWP
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Highline Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Highline Wealth Partners’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
-4
Closed -$166 – 979
2025
Q1 		$166 Buy
+4
New +$198 ﹤0.01% 959
2024
Q4 		– Sell
-264
Closed -$9.2K – 631
2024
Q3 		$9.2K Buy
+264
New +$8.18K ﹤0.01% 272

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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.65% 1-Year Est. Return

Highline Wealth Partners's IBKR Position: Q2 2025 in Review

Highline Wealth Partners sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 4 shares — an estimated $166 sold.

Highline Wealth Partners first reported a position in IBKR in Q3 2024 and held it in 2 quarters. The position peaked at $9.2K in Q3 2024. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • Highline Wealth Partners reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 4 Interactive Brokers shares in Q2 2025, an estimated $166.
  • Highline Wealth Partners first reported a position in Interactive Brokers in Q3 2024 and held it in 2 quarters.
  • Highline Wealth Partners's Interactive Brokers position peaked at $9.2K in Q3 2024.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on Highline Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.