MSWA
IBKR icon

Marshall & Sterling Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Marshall & Sterling 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
Q4 		– Sell
-89
Closed -$6.12K – 478
2025
Q3 		$6.12K Buy
+89
New +$5.6K ﹤0.01% 465

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 $3.38T AUM 44.17% 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
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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IBKR Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 89 shares — an estimated $6.12K sold.

Marshall & Sterling Wealth Advisors first reported a position in IBKR in Q3 2025 and held it in 1 quarter. The position peaked at $6.12K in Q3 2025. 979 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 89 Interactive Brokers shares in Q4 2025, an estimated $6.12K.
  • Marshall & Sterling Wealth Advisors first reported a position in Interactive Brokers in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Interactive Brokers position peaked at $6.12K in Q3 2025.
  • 979 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.