BROOKS, MOORE & ASSOCIATES, INC. NEAR β€” ISHARES U S ETF TR

Ownership history in BROOKS, MOORE & ASSOCIATES, INC.  Β·  3 quarters on record

AI Ownership Summary

BROOKS, MOORE & ASSOCIATES, INC. reported ISHARES U S ETF TR (NEAR) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 1.1% in 2025 Q4. The latest visible filing shows NEAR at 1.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NEAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROOKS, MOORE & ASSOCIATES, INC.'s position in ISHARES U S ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NEAR was reported at 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BROOKS, MOORE & ASSOCIATES, INC. held NEAR β€” position size vs. price
% of Fund (quarterly)    NEAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 43,903 +27,978 +175.7% 1.10% $2.2M 2026-02-14 (Est.) $50.74
2025 Q3 ADDED β€” β€” β€” 15,925 +8,350 +110.2% 0.41% $817K 2025-11-17 $49.99
2025 Q2 INITIATED β€” β€” β€” 7,575 β€” β€” 0.21% $387K 2025-08-15 $49.37

FAQ About BROOKS, MOORE & ASSOCIATES, INC. and NEAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has BROOKS, MOORE & ASSOCIATES, INC. reported owning NEAR?

BROOKS, MOORE & ASSOCIATES, INC. reported NEAR across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported NEAR position in BROOKS, MOORE & ASSOCIATES, INC.'s portfolio?

The largest reported portfolio weight for NEAR was 1.10% in 2025 Q4.

What is the latest reported NEAR position on this page?

The most recent filing on this page is 2025 Q4, when BROOKS, MOORE & ASSOCIATES, INC. reported 43,903 shares, equal to 1.10% of portfolio, with an estimated market value of $2.2M.

What does the chart on this NEAR ownership page compare?

The chart compares BROOKS, MOORE & ASSOCIATES, INC.'s quarterly NEAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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