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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.53M Sell
7,300
-3,611
-33% -$2.24M 0.73% 23
2025
Q1
$6.13M Buy
+10,911
New +$6.13M 1.05% 18