Retirement Guys Formula »

Interactive Brokers shares owned by Retirement Guys Formula

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Retirement Guys Formula from 13F filings

Historical chart of Retirement Guys Formula investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Retirement Guys Formula 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 Retirement Guys Formula

Quarter filed Position value Share count Share price at filing
2025-09-30 $249k 3.6k 68.81
2025-06-30 $210k 3.8k 55.42
2024-12-31 $232k 1.3k 176.73

More positions owned by Retirement Guys Formula

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Goldman Sachs Physical Gold Unit (AAAU)
Listed Fds Tr Swan Hedged Eqty (HEGD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Abrdn Etfs Bbrg All Commdy (BCD)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Retirement Guys Formula

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