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RWA Wealth Partners’s Interactive Brokers IBKR Stock Holding History

RWA Wealth Partners’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 		– Sell
-3,798
Closed -$244K – 628
2025
Q4 		$244K Buy
+3,798
New +$254K ﹤0.01% 562
2018
Q2 		– Sell
-240
Closed -$4K – 821
2018
Q1 		$4K Buy
+240
New +$3.97K ﹤0.01% 510

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RWA Wealth Partners's IBKR Position: Q1 2026 in Review

RWA Wealth Partners sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 3,798 shares — an estimated $244K sold.

RWA Wealth Partners first reported a position in IBKR in Q1 2018 and held it in 2 quarters. The position peaked at $244K in Q4 2025. 1,000 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • RWA Wealth Partners reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • RWA Wealth Partners sold 3,798 Interactive Brokers shares in Q1 2026, an estimated $244K.
  • RWA Wealth Partners first reported a position in Interactive Brokers in Q1 2018 and held it in 2 quarters.
  • RWA Wealth Partners's Interactive Brokers position peaked at $244K in Q4 2025.
  • 1,000 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.