IWA
IBEX Wealth Advisors’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Buy |
141,706
+107,063
| +309% | +$5.93M | 0.84% | 34 |
|
|
2025
Q1 | $5.74M | Buy |
34,643
+3,495
| +11% | +$579K | 0.76% | 48 |
|
|
2024
Q4 | $5.5M | Buy |
+31,148
| New | +$5.5M | 0.65% | 49 |
|
|
2024
Q3 | – | Sell |
-26,646
| Closed | -$3.27M | – | 163 |
|
|
2024
Q2 | $3.27M | Buy |
+26,646
| New | +$3.27M | 0.51% | 61 |
|
|
2022
Q1 | – | Sell |
-3,847
| Closed | -$306K | – | 187 |
|
|
2021
Q4 | $306K | Buy |
+3,847
| New | +$306K | 0.05% | 149 |
|