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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.2M Buy
11,235
+2,251
+25% +$440K 0.35% 45
2025
Q1
$1.71M Buy
+8,984
New +$1.71M 0.29% 58