Brookwood Investment Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Brookwood Investment Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Buy	10,153 +219	+2%	+$28.9K	0.16%	138
2026 Q1	$1.12M	Sell	9,934 -442	-4%	-$53.2K	0.14%	155
2025 Q4	$1.28M	Sell	10,376 -18	-0.2%	-$2.2K	0.15%	132
2025 Q3	$1.25M	Sell	10,394 -20,858	-67%	-$2.4M	0.16%	115
2025 Q2	$3.44M	Sell	31,252 -1,341	-4%	-$133K	0.55%	30
2025 Q1	$3.03M	Buy	+32,593	New	+$3.29M	0.52%	27

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Brookwood Investment Group increased its iShares S&P 500 Growth ETF (IVW) stake by 2.2% in Q2 2026, buying an estimated $28.9K and bringing the position to 10,153 shares worth $1.4M. The position accounts for 0.16% of the portfolio, ranked #138.

Brookwood Investment Group first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.44M in Q2 2025. 2,126 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Brookwood Investment Group held 10,153 shares of iShares S&P 500 Growth ETF worth $1.4M as of Q2 2026.
Brookwood Investment Group bought 219 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $28.9K.
iShares S&P 500 Growth ETF made up 0.16% of Brookwood Investment Group's portfolio in Q2 2026, its #138 holding.
Brookwood Investment Group first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's iShares S&P 500 Growth ETF position peaked at $3.44M in Q2 2025.
2,126 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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