ISWM
Independent Solutions Wealth Management’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
40,529
+33,341
| +464% | +$1.85M | 0.44% | 74 |
|
|
2025
Q1 | $1.19M | Sell |
7,188
-6,219
| -46% | -$1.03M | 0.27% | 100 |
|
|
2024
Q4 | $2.37M | Buy |
13,407
+165
| +1% | +$29.2K | 0.52% | 58 |
|
|
2024
Q3 | $1.85M | Sell |
13,242
-369
| -3% | -$51.4K | 0.42% | 74 |
|
|
2024
Q2 | $1.67M | Buy |
13,611
+221
| +2% | +$27.1K | 0.38% | 78 |
|
|
2024
Q1 | $1.5M | Sell |
13,390
-1,282
| -9% | -$143K | 0.36% | 80 |
|
|
2023
Q4 | $1.22M | Buy |
14,672
+1,848
| +14% | +$153K | 0.31% | 85 |
|
|
2023
Q3 | $1.11M | Buy |
12,824
+643
| +5% | +$55.7K | 0.29% | 82 |
|
|
2023
Q2 | $1.01M | Buy |
12,181
+1,270
| +12% | +$105K | 0.25% | 91 |
|
|
2023
Q1 | $901K | Buy |
10,911
+265
| +2% | +$21.9K | 0.27% | 89 |
|
|
2022
Q4 | $770K | Buy |
+10,646
| New | +$770K | 0.23% | 95 |
|