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Brooklyn Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Brooklyn Investment Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.4M Buy
19,017
+6,999
+58% +$4.78M 0.39% 34
2025
Q4 		$8.3M Buy
12,018
+8,552
+247% +$5.81M 0.38% 39
2025
Q3 		$2.14M Sell
3,466
-32
-0.9% -$20.6K 0.29% 64
2025
Q2 		$2.17M Buy
3,498
+2,638
+307% +$1.51M 0.29% 64
2025
Q1 		$483K Buy
860
+787
+1,078% +$465K 0.1% 184
2024
Q4 		$43K Hold
73
– – 0.01% 572
2024
Q3 		$42.1K Buy
+73
New +$40.6K 0.01% 516

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Brooklyn Investment Group's IVV Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Core S&P 500 ETF (IVV) stake by 58% in Q1 2026, buying an estimated $4.78M and bringing the position to 19,017 shares worth $12.4M. The position accounts for 0.39% of the portfolio, ranked #34.

Brooklyn Investment Group first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Brooklyn Investment Group held 19,017 shares of iShares Core S&P 500 ETF worth $12.4M as of Q1 2026.
  • Brooklyn Investment Group bought 6,999 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $4.78M.
  • iShares Core S&P 500 ETF made up 0.39% of Brooklyn Investment Group's portfolio in Q1 2026, its #34 holding.
  • Brooklyn Investment Group first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.