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Toth Financial Advisory’s Interactive Brokers IBKR Stock Holding History

Toth Financial Advisory’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
Q1 		– Sell
-40
Closed -$1.77K – 743
2024
Q4 		$1.77K Buy
+40
New +$1.68K ﹤0.01% 600
2023
Q3 		– Sell
-60
Closed -$1.25K – 808
2023
Q2 		$1.25K Hold
60
– – ﹤0.01% 709
2023
Q1 		$1.24K Hold
60
– – ﹤0.01% 729
2022
Q4 		$1.08K Hold
60
– – ﹤0.01% 660
2022
Q3 		$1K Hold
60
– – ﹤0.01% 694
2022
Q2 		$1K Hold
60
– – ﹤0.01% 649
2022
Q1 		$1K Buy
+60
New +$1.03K ﹤0.01% 668
2020
Q2 		– Hold
0
– – – 570
2020
Q1 		– Hold
0
– – – 493

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return