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.
| 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 |
| 2024 Q2 | REDUCED | 57,158 | -7,243 | -11.2% | 2.13% | $4.0M | $68.31 |
| 2024 Q1 | REDUCED | 64,401 | -60 | -0.1% | 2.56% | $4.7M | $70.76 |
| 2023 Q4 | REDUCED | 64,461 | -1,033 | -1.6% | 2.56% | $4.3M | $65.01 |
| 2023 Q3 | REDUCED | 65,494 | -10,420 | -13.7% | 2.50% | $3.9M | $57.57 |
| 2023 Q2 | REDUCED | 75,914 | -507 | -0.7% | 2.90% | $4.8M | $60.70 |
| 2023 Q1 | REDUCED | 76,421 | -8,047 | -9.5% | 2.93% | $4.6M | $57.98 |
As of 2025 Q4 — sorted by position size