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Physician Wealth Advisors’s Interactive Brokers IBKR Stock Holding History

Physician 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
2026
Q2 		$8.1K Buy
93
+20
+27% +$1.67K ﹤0.01% 930
2026
Q1 		$4.9K Buy
73
+8
+12% +$571 ﹤0.01% 1014
2025
Q4 		$4.18K Sell
65
-14
-18% -$937 ﹤0.01% 1031
2025
Q3 		$5.44K Buy
79
+67
+558% +$4.21K ﹤0.01% 903
2025
Q2 		$665 Sell
12
-32
-73% -$1.52K ﹤0.01% 1630
2025
Q1 		$1.82K Sell
44
-12
-21% -$595 ﹤0.01% 887
2024
Q4 		$2.47K Buy
+56
New +$2.36K ﹤0.01% 826

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $3.01B AUM 83.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Physician Wealth Advisors's IBKR Position: Q2 2026 in Review

Physician Wealth Advisors increased its Interactive Brokers (IBKR) stake by 27% in Q2 2026, buying an estimated $1.67K and bringing the position to 93 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Physician Wealth Advisors first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 410 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Physician Wealth Advisors held 93 shares of Interactive Brokers worth $8.1K as of Q2 2026.
  • Physician Wealth Advisors bought 20 Interactive Brokers shares in Q2 2026, an estimated $1.67K.
  • Interactive Brokers made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #930 holding.
  • Physician Wealth Advisors first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 410 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.