LWA
IBKR icon

Lowe Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Lowe Wealth Advisors’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
Q3 		$11.6K Hold
168
– – ﹤0.01% 248
2025
Q2 		$9.31K Hold
168
– – ﹤0.01% 256
2025
Q1 		$6.96K Hold
168
– – ﹤0.01% 267
2024
Q4 		$7.42K Buy
+168
New +$7.07K ﹤0.01% 249

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 $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lowe Wealth Advisors's IBKR Position: Q3 2025 in Review

Lowe Wealth Advisors held its Interactive Brokers (IBKR) position steady in Q3 2025 at 168 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Lowe Wealth Advisors first reported a position in IBKR in Q4 2024 and has held it in 4 quarters since. 911 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • Lowe Wealth Advisors held 168 shares of Interactive Brokers worth $11.6K as of Q3 2025.
  • Lowe Wealth Advisors left its Interactive Brokers share count unchanged in Q3 2025.
  • Interactive Brokers made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #248 holding.
  • Lowe Wealth Advisors first reported a position in Interactive Brokers in Q4 2024 and has held it in 4 quarters since.
  • 911 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.