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Benchmark Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Benchmark Wealth Management’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.54M Buy
64,536
+44
+0.1% +$3.48K 2.46% 12
2025
Q1 		$4.98M Sell
64,492
-2,209
-3% -$180K 2.41% 12
2024
Q4 		$5.41M Buy
66,701
+12
+0% +$979 2.66% 11
2024
Q3 		$5.28M Sell
66,689
-51
-0.1% -$3.89K 2.61% 11
2024
Q2 		$5.02M Buy
66,740
+40
+0.1% +$2.89K 2.67% 10
2024
Q1 		$4.83M Sell
66,700
-3,729
-5% -$257K 2.63% 10
2023
Q4 		$4.63M Sell
70,429
-177
-0.3% -$10.9K 2.74% 10
2023
Q3 		$4.16M Sell
70,606
-9,146
-11% -$561K 2.65% 10
2023
Q2 		$4.87M Sell
79,752
-1,768
-2% -$102K 2.94% 9
2023
Q1 		$4.63M Sell
81,520
-1,543
-2% -$84.9K 2.95% 8
2022
Q4 		$4.37M Sell
83,063
-393
-0.5% -$20.8K 3.15% 10
2022
Q3 		$4.12M Sell
83,456
-6,850
-8% -$376K 3.23% 9
2022
Q2 		$4.69M Sell
90,306
-184
-0.2% -$10.4K 3.45% 9
2022
Q1 		$5.69M Sell
90,490
-104
-0.1% -$6.44K 3.82% 8
2021
Q4 		$6.02M Sell
90,594
-1,751
-2% -$113K 3.89% 8
2021
Q3 		$5.6M Sell
92,345
-906
-1% -$56.6K 3.94% 8
2021
Q2 		$5.66M Sell
93,251
-2,553
-3% -$151K 3.89% 8
2021
Q1 		$5.37M Sell
95,804
-1,007,976
-91% -$55.4M 3.99% 8
2020
Q4 		$5.98M Buy
1,103,780
+992,104
+888% +$50.8M 4.54% 7
2020
Q3 		$5.44M Sell
111,676
-6,964
-6% -$332K 4.3% 6
2020
Q2 		$5.18M Sell
118,640
-4,468
-4% -$185K 4.41% 7
2020
Q1 		$4.51M Sell
123,108
-12,436
-9% -$545K 4.52% 6
2019
Q4 		$6.25M Buy
+135,544
New +$5.94M 5.39% 6

Other funds holding ILCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Benchmark Wealth Management's ILCB Position: Q2 2025 in Review

Benchmark Wealth Management increased its iShares Morningstar US Equity ETF (ILCB) stake by 0.07% in Q2 2025, buying an estimated $3.48K and bringing the position to 64,536 shares worth $5.54M. The position accounts for 2.46% of the portfolio, ranked #12.

Benchmark Wealth Management first reported a position in ILCB in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.25M in Q4 2019. 172 funds tracked by Wall St. Rank hold ILCB as of Q2 2025.

  • Benchmark Wealth Management held 64,536 shares of iShares Morningstar US Equity ETF worth $5.54M as of Q2 2025.
  • Benchmark Wealth Management bought 44 iShares Morningstar US Equity ETF shares in Q2 2025, an estimated $3.48K.
  • iShares Morningstar US Equity ETF made up 2.46% of Benchmark Wealth Management's portfolio in Q2 2025, its #12 holding.
  • Benchmark Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q4 2019 and has held it in 23 quarters since.
  • Benchmark Wealth Management's iShares Morningstar US Equity ETF position peaked at $6.25M in Q4 2019.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.