Ownership history in Benchmark Wealth Management, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which Benchmark Wealth Management, LLC reported a position in ISHARES TR (ILCB). 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 Q2 | ADDED | 64,536 | +44 | +0.1% | 2.46% | $5.5M | $85.07 |
| 2025 Q1 | REDUCED | 64,492 | -2,209 | -3.3% | 2.41% | $5.0M | $76.40 |
| 2024 Q4 | ADDED | 66,701 | +12 | +0.0% | 2.66% | $5.4M | $80.00 |
| 2024 Q3 | REDUCED | 66,689 | -51 | -0.1% | 2.61% | $5.3M | $77.85 |
| 2024 Q2 | ADDED | 66,740 | +40 | +0.1% | 2.67% | $5.0M | $73.60 |
| 2024 Q1 | REDUCED | 66,700 | -3,729 | -5.3% | 2.63% | $4.8M | $70.76 |
| 2023 Q4 | REDUCED | 70,429 | -177 | -0.3% | 2.74% | $4.6M | $64.02 |
| 2023 Q3 | REDUCED | 70,606 | -9,146 | -11.5% | 2.65% | $4.2M | $57.10 |
| 2023 Q2 | REDUCED | 79,752 | -1,768 | -2.2% | 2.94% | $4.9M | $58.94 |
| 2023 Q1 | REDUCED | 81,520 | -1,543 | -1.9% | 2.95% | $4.6M | $54.28 |
As of 2025 Q4 — sorted by position size