Ownership history in Brookstone Capital Management · 4 quarters on record
This page tracks every 13F SEC filing in which Brookstone Capital Management reported a position in ISHARES TR (IBMN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 22,530 | +11,985 | +113.7% | 0.01% | $604K | $26.63 |
| 2025 Q2 | ADDED | 10,545 | +1,866 | +21.5% | 0.00% | $282K | $26.46 |
| 2025 Q1 | ADDED | 8,679 | +988 | +12.8% | 0.00% | $232K | $26.30 |
| 2024 Q4 | INITIATED | 7,691 | — | — | 0.00% | $205K | $26.08 |