BWM
Benchmark Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.41M | Buy |
55,403
+24
| +0% | +$1.91K | 1.96% | 15 |
|
|
2025
Q1 | $4.1M | Sell |
55,379
-102
| -0.2% | -$7.56K | 1.98% | 15 |
|
|
2024
Q4 | $4.22M | Sell |
55,481
-117
| -0.2% | -$8.91K | 2.08% | 14 |
|
|
2024
Q3 | $4.23M | Sell |
55,598
-1,560
| -3% | -$119K | 2.09% | 13 |
|
|
2024
Q2 | $4.01M | Sell |
57,158
-7,243
| -11% | -$508K | 2.13% | 13 |
|
|
2024
Q1 | $4.69M | Sell |
64,401
-60
| -0.1% | -$4.37K | 2.56% | 12 |
|
|
2023
Q4 | $4.33M | Sell |
64,461
-1,033
| -2% | -$69.3K | 2.56% | 11 |
|
|
2023
Q3 | $3.91M | Sell |
65,494
-10,420
| -14% | -$622K | 2.5% | 11 |
|
|
2023
Q2 | $4.8M | Sell |
75,914
-507
| -0.7% | -$32.1K | 2.9% | 10 |
|
|
2023
Q1 | $4.6M | Sell |
76,421
-8,047
| -10% | -$484K | 2.93% | 9 |
|
|
2022
Q4 | $4.96M | Sell |
84,468
-891
| -1% | -$52.3K | 3.57% | 8 |
|
|
2022
Q3 | $4.6M | Sell |
85,359
-9,885
| -10% | -$533K | 3.61% | 8 |
|
|
2022
Q2 | $5.37M | Buy |
95,244
+2,419
| +3% | +$136K | 3.95% | 7 |
|
|
2022
Q1 | $6.25M | Buy |
92,825
+3,290
| +4% | +$221K | 4.2% | 7 |
|
|
2021
Q4 | $6.36M | Buy |
89,535
+922
| +1% | +$65.5K | 4.11% | 7 |
|
|
2021
Q3 | $5.9M | Sell |
88,613
-63
| -0.1% | -$4.19K | 4.15% | 7 |
|
|
2021
Q2 | $5.95M | Buy |
88,676
+66,228
| +295% | +$4.44M | 4.08% | 7 |
|
|
2021
Q1 | $5.64M | Sell |
22,448
-2,272
| -9% | -$571K | 4.19% | 7 |
|
|
2020
Q4 | $5.79M | Sell |
24,720
-30
| -0.1% | -$7.03K | 4.39% | 8 |
|
|
2020
Q3 | $4.96M | Sell |
24,750
-1,915
| -7% | -$384K | 3.91% | 8 |
|
|
2020
Q2 | $4.92M | Sell |
26,665
-1,904
| -7% | -$351K | 4.19% | 8 |
|
|
2020
Q1 | $4.38M | Sell |
28,569
-855
| -3% | -$131K | 4.38% | 7 |
|
|
2019
Q4 | $6.17M | Buy |
+29,424
| New | +$6.17M | 5.32% | 8 |
|