Ownership history in BCS Wealth Management · 23 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in ISHARES TR (IBMN). 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 Q3 | UNCHANGED | 14,037 | — | 0% | 0.08% | $376K | $26.63 |
| 2025 Q2 | UNCHANGED | 14,037 | — | 0% | 0.08% | $376K | $26.46 |
| 2025 Q1 | UNCHANGED | 14,037 | — | 0% | 0.10% | $375K | $26.30 |
| 2024 Q4 | UNCHANGED | 14,037 | — | 0% | 0.09% | $374K | $26.08 |