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Integrated Wealth Concepts’s Interactive Brokers IBKR Stock Holding History

Integrated Wealth Concepts’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$519K Buy
9,366
+3,910
+72% +$217K 0.01% 1251
2025
Q1 		$226K Sell
5,456
-172
-3% -$7.12K ﹤0.01% 1563
2024
Q4 		$249K Buy
+5,628
New +$249K ﹤0.01% 1484