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Interactive Brokers shares owned by Benchmark Financial Wealth Advisors

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Benchmark Financial Wealth Advisors from 13F filings

Historical chart of Benchmark Financial Wealth Advisors investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $228k 2.6k 87.04

More positions owned by Benchmark Financial Wealth Advisors

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Doubleline Etf Trust Oppo Core Bd Etf (DBND)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Benchmark Financial Wealth Advisors

Top funds holding Interactive Brokers

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
FMR
Cantillon Capital Mgnt
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Greenwich Wealth Management
Wellington Management Company
Invesco
Two Sigma Investments
Egerton Capital
Bank of America Corporation
Orbis Allan Gray

View all funds holding Interactive Brokers