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RAFFA WEALTH MANAGEMENT, LLC’s Interactive Brokers IBKR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$3.31K Buy
38
+2
+6% +$166 ﹤0.01% 701
2026
Q1 		$2.42K Buy
36
+1
+3% +$71 ﹤0.01% 706
2025
Q4 		$2.25K Buy
35
+26
+289% +$1.74K ﹤0.01% 713
2025
Q3 		$619 Buy
+9
New +$566 ﹤0.01% 1013
2017
Q1 		– Sell
-124
Closed -$1.13K – 591
2016
Q4 		$1.13K Hold
124
– – ﹤0.01% 405
2016
Q3 		$1.09K Hold
124
– – ﹤0.01% 388
2016
Q2 		$1.1K Buy
124
+52
+72% +$496 ﹤0.01% 367
2016
Q1 		$708 Hold
72
– – ﹤0.01% 524
2015
Q4 		$785 Sell
72
-140
-66% -$1.46K ﹤0.01% 477
2015
Q3 		$2.09K Sell
212
-4
-2% -$41 ﹤0.01% 275
2015
Q2 		$2.24K Hold
216
– – ﹤0.01% 260
2015
Q1 		$1.84K Buy
216
+76
+54% +$604 ﹤0.01% 281
2014
Q4 		$1.02K Hold
140
– – ﹤0.01% 353
2014
Q3 		$873 Buy
+140
New +$833 ﹤0.01% 370
2014
Q1 		– Sell
-140
Closed -$1.02K – 477
2013
Q4 		$1.02K Buy
+140
New +$782 ﹤0.01% 353

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IBKR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Interactive Brokers (IBKR) stake by 5.6% in Q2 2026, buying an estimated $166 and bringing the position to 38 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IBKR in Q4 2013 and has held it in 15 quarters since. 297 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 38 shares of Interactive Brokers worth $3.31K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 2 Interactive Brokers shares in Q2 2026, an estimated $166.
  • Interactive Brokers made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #701 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Interactive Brokers in Q4 2013 and has held it in 15 quarters since.
  • 297 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.