IMCB — ISHARES TR

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 (IMCB). 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.

Peak position
5.32% (2019 Q4)
Avg. % of fund
3.38%
First filed
2019 Q4
Last filed
2025 Q2
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 55,403 +24 +0.0% 1.96% $4.4M $78.81
2025 Q1 REDUCED 55,379 -102 -0.2% 1.98% $4.1M $73.05
2024 Q4 REDUCED 55,481 -117 -0.2% 2.08% $4.2M $74.83
2024 Q3 REDUCED 55,598 -1,560 -2.7% 2.09% $4.2M $74.40
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IMCB price (monthly, adj. close)

Other funds also holding IMCB

As of 2025 Q4 — sorted by position size

Northwest Wealth Advisors, LLC 7.6% PACIFIC FINANCIAL GROUP INC 3Y 7Y 3.14% MEANS INVESTMENT CO., INC. 3Y 2.98% YARGER WEALTH STRATEGIES, LLC 3Y 2.36% Sunburst Financial Group, LLC 3Y 1.93% Pitti Group Wealth Management, LLC 3Y 1.11% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.94% Brand Asset Management Group, Inc. 3Y 7Y 0.83% JIM SAULNIER & ASSOCIATES, LLC 0.72% Steele Capital Management, Inc. 0.67%
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