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Interactive Brokers shares owned by LifeSteps Financial

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

Historical chart of LifeSteps Financial investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Interactive Brokers by LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $43k 490 86.96

More positions owned by LifeSteps Financial

Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr S&p 500 Etf Etf (SPY)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf Etf (VTV)
State Street Technology Select Sector Spdr Etf Etf (XLK)
State Street Spdr S&p Dividend Etf Etf (SDY)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Schwab Us Dividend Equity Etf Etf (SCHD)
Jpmorgan Chase & Co Stock (JPM)
Ishares Russell 2000 Etf Etf (IWM)
Schwab U.s. Mid-cap Etf Etf (SCHM)

View all positions for LifeSteps Financial

Top funds holding Interactive Brokers

BlackRock
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Cantillon Capital Mgnt
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Greenwich Wealth Management
Wellington Management Company
Invesco
Two Sigma Investments
Egerton Capital
Bank of America Corporation
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View all funds holding Interactive Brokers