Back to IBKR
Moran Wealth Management, LLC → IBKR
Moran Wealth Management, LLC IBKR Position History
Interactive Brokers Group, Inc. • Financial Services
Quarters held
8
Latest value
$13.5M
Q3 2026
Peak value
$13.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5K |
| Q4 2025 | $6.6M |
| Q1 2026 | $6K |
| Q1 2026 | $11.1M |
| Q2 2026 | $13.6M |
| Q2 2026 | $77K |
| Q3 2026 | $121K |
| Q3 2026 | $13.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.5M | 157.9K | — | — |
| Q3 2026 | $121K | 1.4K | — | — |
| Q2 2026 | $77K | 890 | — | — |
| Q2 2026 | $13.6M | 156.5K | — | — |
| Q1 2026 | $11.1M | 165.9K | — | — |
| Q1 2026 | $6K | 94 | — | — |
| Q4 2025 | $6.6M | 101.9K | — | — |
| Q4 2025 | $5K | 70 | — | — |
Other funds holding IBKR
$1.7B
$1.7B
$1.3B
$725.9M
$693.1M