Ownership history in BCGM Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which BCGM Wealth Management, LLC reported a position in ISHARES TR (SIZE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 3,964 | — | 0% | 0.16% | $640K | $161.00 |
| 2025 Q3 | UNCHANGED | 3,964 | — | 0% | 0.17% | $637K | $159.47 |
| 2025 Q2 | REDUCED | 3,964 | -1 | -0.0% | 0.17% | $613K | $152.69 |
| 2025 Q1 | UNCHANGED | 3,965 | — | 0% | 0.18% | $577K | $143.18 |
| 2024 Q4 | REDUCED | 3,965 | -13 | -0.3% | 0.19% | $589K | $145.69 |
| 2024 Q3 | REDUCED | 3,978 | -150 | -3.6% | 0.19% | $592K | $145.34 |
| 2024 Q2 | REDUCED | 4,128 | -38 | -0.9% | 0.20% | $568K | $133.78 |
| 2024 Q1 | REDUCED | 4,166 | -19 | -0.5% | 0.21% | $593K | $137.98 |
| 2023 Q4 | ADDED | 4,185 | +998 | +31.3% | 0.22% | $552K | $127.38 |
| 2023 Q3 | UNCHANGED | 3,187 | — | 0% | 0.17% | $374K | $112.99 |
As of 2025 Q4 — sorted by position size