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McIlrath & Eck’s Interactive Brokers IBKR Stock Holding History

McIlrath & Eck’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
2026
Q1 		$6.76K Hold
101
– – ﹤0.01% 1149
2025
Q4 		$6.48K Hold
101
– – ﹤0.01% 737
2025
Q3 		$6.92K Buy
101
+1
+1% +$63 ﹤0.01% 703
2025
Q2 		$5.57K Hold
100
– – ﹤0.01% 709
2025
Q1 		$4.15K Hold
100
– – ﹤0.01% 755
2024
Q4 		$4.42K Hold
100
– – ﹤0.01% 778
2024
Q3 		$3.48K Buy
+100
New +$3.1K ﹤0.01% 805

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return