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Impact Partnership Wealth’s Interactive Brokers IBKR Stock Holding History

Impact Partnership Wealth’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
-12,024
Closed -$827K – 400
2025
Q3 		$827K Buy
+12,024
New +$757K 0.12% 107
2025
Q1 		– Sell
-14,636
Closed -$646K – 302
2024
Q4 		$646K Sell
14,636
-3,092
-17% -$130K 0.13% 92
2024
Q3 		$618K Sell
17,728
-812
-4% -$25.1K 0.14% 93
2024
Q2 		$568K Buy
+18,540
New +$553K 0.15% 90

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impact Partnership Wealth's IBKR Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 12,024 shares — an estimated $827K sold.

Impact Partnership Wealth first reported a position in IBKR in Q2 2024 and held it in 4 quarters. The position peaked at $827K in Q3 2025. 976 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Impact Partnership Wealth reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 12,024 Interactive Brokers shares in Q4 2025, an estimated $827K.
  • Impact Partnership Wealth first reported a position in Interactive Brokers in Q2 2024 and held it in 4 quarters.
  • Impact Partnership Wealth's Interactive Brokers position peaked at $827K in Q3 2025.
  • 976 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.