BWM
IMCB icon

Benchmark Wealth Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Benchmark Wealth Management’s Portfolio IMCB Stock Details IMCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.41M Buy
55,403
+24
+0% +$1.8K 1.96% 15
2025
Q1 		$4.1M Sell
55,379
-102
-0.2% -$7.86K 1.98% 15
2024
Q4 		$4.22M Sell
55,481
-117
-0.2% -$9.15K 2.08% 14
2024
Q3 		$4.23M Sell
55,598
-1,560
-3% -$113K 2.09% 13
2024
Q2 		$4.01M Sell
57,158
-7,243
-11% -$510K 2.13% 13
2024
Q1 		$4.69M Sell
64,401
-60
-0.1% -$4.11K 2.56% 12
2023
Q4 		$4.33M Sell
64,461
-1,033
-2% -$63.4K 2.56% 11
2023
Q3 		$3.91M Sell
65,494
-10,420
-14% -$656K 2.5% 11
2023
Q2 		$4.8M Sell
75,914
-507
-0.7% -$30.5K 2.9% 10
2023
Q1 		$4.6M Sell
76,421
-8,047
-10% -$494K 2.93% 9
2022
Q4 		$4.96M Sell
84,468
-891
-1% -$52.1K 3.57% 8
2022
Q3 		$4.6M Sell
85,359
-9,885
-10% -$590K 3.61% 8
2022
Q2 		$5.37M Buy
95,244
+2,419
+3% +$149K 3.95% 7
2022
Q1 		$6.25M Buy
92,825
+3,290
+4% +$219K 4.2% 7
2021
Q4 		$6.36M Buy
89,535
+922
+1% +$64.6K 4.11% 7
2021
Q3 		$5.9M Sell
88,613
-63
-0.1% -$4.27K 4.15% 7
2021
Q2 		$5.95M Sell
88,676
-1,116
-1% -$73.4K 4.08% 7
2021
Q1 		$5.64M Sell
89,792
-9,088
-9% -$555K 4.19% 7
2020
Q4 		$5.79M Sell
98,880
-120
-0.1% -$6.57K 4.39% 8
2020
Q3 		$4.96M Sell
99,000
-7,660
-7% -$379K 3.91% 8
2020
Q2 		$4.92M Sell
106,660
-7,616
-7% -$331K 4.19% 8
2020
Q1 		$4.38M Sell
114,276
-3,420
-3% -$166K 4.38% 7
2019
Q4 		$6.17M Buy
+117,696
New +$5.97M 5.32% 8

Other funds holding IMCB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MIC
Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

Benchmark Wealth Management increased its iShares Morningstar Mid-Cap ETF (IMCB) stake by 0.04% in Q2 2025, buying an estimated $1.8K and bringing the position to 55,403 shares worth $4.41M. The position accounts for 1.96% of the portfolio, ranked #15.

Benchmark Wealth Management first reported a position in IMCB in Q4 2019 and has held it in 23 quarters since. The position peaked at $6.36M in Q4 2021. 183 funds tracked by Wall St. Rank hold IMCB as of Q2 2025.

  • Benchmark Wealth Management held 55,403 shares of iShares Morningstar Mid-Cap ETF worth $4.41M as of Q2 2025.
  • Benchmark Wealth Management bought 24 iShares Morningstar Mid-Cap ETF shares in Q2 2025, an estimated $1.8K.
  • iShares Morningstar Mid-Cap ETF made up 1.96% of Benchmark Wealth Management's portfolio in Q2 2025, its #15 holding.
  • Benchmark Wealth Management first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • Benchmark Wealth Management's iShares Morningstar Mid-Cap ETF position peaked at $6.36M in Q4 2021.
  • 183 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2025.

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