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Interactive Brokers shares owned by Goldstein Advisors

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

Historical chart of Goldstein Advisors investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Interactive Brokers by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 3.0k 68.81

More positions owned by Goldstein Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Active Growth (JGRO)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Victory Portfolios Ii Core Intrmediate (UBND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Blackrock Etf Trust Ishares Us Thema (THRO)
Pimco Etf Tr Active Bd Etf (BOND)
The Alger Etf Trust Ai Enablers Adop (ALAI)
American Centy Etf Tr Diversified Mu (TAXF)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Lattice Strategies Tr Hartford Mlt Etf (RODM)

View all positions for Goldstein Advisors

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