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Brookwood Investment Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Brookwood Investment Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1M Buy
13,634
+1,810
+15% +$404K 0.35% 60
2026
Q1 		$2.5M Buy
11,824
+176
+2% +$38.1K 0.31% 74
2025
Q4 		$2.47M Buy
11,648
+1,440
+14% +$302K 0.3% 64
2025
Q3 		$2.11M Sell
10,208
-1,027
-9% -$206K 0.27% 66
2025
Q2 		$2.2M Buy
11,235
+2,251
+25% +$419K 0.35% 45
2025
Q1 		$1.71M Buy
+8,984
New +$1.74M 0.29% 58

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brookwood Investment Group's IVE Position: Q2 2026 in Review

Brookwood Investment Group increased its iShares S&P 500 Value ETF (IVE) stake by 15% in Q2 2026, buying an estimated $404K and bringing the position to 13,634 shares worth $3.1M. The position accounts for 0.35% of the portfolio, ranked #60.

Brookwood Investment Group first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Brookwood Investment Group held 13,634 shares of iShares S&P 500 Value ETF worth $3.1M as of Q2 2026.
  • Brookwood Investment Group bought 1,810 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $404K.
  • iShares S&P 500 Value ETF made up 0.35% of Brookwood Investment Group's portfolio in Q2 2026, its #60 holding.
  • Brookwood Investment Group first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.