SEC 13F Intelligence

Bcr Wealth Strategies, LLC / ICSH

Bcr Wealth Strategies, LLC’s Ishares Tr Position

Does Bcr Wealth Strategies, LLC own Ishares Tr (ICSH)? Yes82.4K shares worth $4M (+1.31% of its 13F portfolio) as of Q1 2026, up from 80.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
82.4K
% of Portfolio
+1.31%
Quarters Held
18
currently held

Position History ICSH

Reported value by quarter
Q4 ’21: $943,000Q4 ’21Q1 ’22: $866,000Q2 ’22: $1MQ3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $2MQ2 ’23: $1MQ2 ’23Q3 ’23: $1MQ4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $5MQ3 ’25Q4 ’25: $4MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202682.4K$4M+1.31%
Q4 202580.5K$4M+1.35%
Q3 202589.1K$5M+1.59%
Q2 202573.1K$4M+1.44%
Q1 202571.3K$4M+1.59%
Q4 202445.5K$2M+1.07%
Q3 202447.8K$2M+1.14%
Q2 202447.7K$2M+1.57%
Q1 202461.8K$3M+2.11%
Q4 202339.5K$2M+1.43%
Q3 202329.6K$1M+1.19%
Q2 202325.7K$1M+1.00%
Q1 202330.0K$2M+1.20%
Q4 202221.1K$1M+0.91%
Q3 202223.2K$1M+1.19%
Q2 202222.7K$1M+1.18%
Q1 202217.3K$866,000+0.83%
Q4 202118.7K$943,000+0.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bcr Wealth Strategies, LLC’s full portfolio or all institutional holders of ICSH.