Facet Wealth »

Interactive Brokers shares owned by Facet Wealth

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

Historical chart of Facet Wealth investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Interactive Brokers by Facet Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $300k 4.4k 68.81
2025-06-30 $313k 4.8k 65.56

More positions owned by Facet Wealth

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for Facet Wealth

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
State Street Corporation
Cantillon Capital Mgnt
Kayne Anderson Rudnick Investment Management
Wellington Management Company
Greenwich Wealth Management
Geode Capital Management
Orbis Allan Gray
Jpmorgan Chase & Co
Egerton Capital
FMR
American Century Companies
Invesco
J O Hambro Investment Management

View all funds holding Interactive Brokers