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Parkworth Wealth Management’s Interactive Brokers IBKR Stock Holding History

Parkworth Wealth Management’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
Q2 		$665 Buy
12
+8
+200% +$380 ﹤0.01% 546
2025
Q1 		$166 Hold
4
– – ﹤0.01% 777
2024
Q4 		$177 Buy
+4
New +$168 ﹤0.01% 797

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Parkworth Wealth Management's IBKR Position: Q2 2025 in Review

Parkworth Wealth Management increased its Interactive Brokers (IBKR) stake by 200% in Q2 2025, buying an estimated $380 and bringing the position to 12 shares worth $665. The position accounts for ﹤0.01% of the portfolio, ranked #546.

Parkworth Wealth Management first reported a position in IBKR in Q4 2024 and has held it in 3 quarters since. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • Parkworth Wealth Management held 12 shares of Interactive Brokers worth $665 as of Q2 2025.
  • Parkworth Wealth Management bought 8 Interactive Brokers shares in Q2 2025, an estimated $380.
  • Interactive Brokers made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #546 holding.
  • Parkworth Wealth Management first reported a position in Interactive Brokers in Q4 2024 and has held it in 3 quarters since.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.