Ownership history in Brookstone Capital Management · 35 quarters on record
This page tracks every 13F SEC filing in which Brookstone Capital Management reported a position in ISHARES RUSSELL 2000 ETF (IWM). 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 Q4 | REDUCED | 266,742 | -1,332 | -0.5% | 0.75% | $65.7M | $245.72 |
| 2025 Q3 | ADDED | 268,074 | +20,049 | +8.1% | 0.77% | $64.9M | $240.72 |
| 2025 Q2 | REDUCED | 248,025 | -202,689 | -45.0% | 0.70% | $53.5M | $214.08 |
| 2025 Q1 | ADDED | 450,714 | +7,222 | +1.6% | 1.29% | $89.9M | $197.36 |
| 2024 Q4 | ADDED | 443,492 | +432,292 | +3859.7% | 1.43% | $98.0M | $218.11 |
| 2024 Q3 | REDUCED | 11,200 | -11,629 | -50.9% | 0.04% | $2.5M | $217.40 |
| 2024 Q2 | ADDED | 22,829 | +5,540 | +32.0% | 0.08% | $5.1M | $199.01 |
| 2024 Q1 | REDUCED | 17,289 | -453 | -2.6% | 0.06% | $3.6M | $205.70 |
| 2023 Q4 | ADDED | 17,742 | +7,983 | +81.8% | 0.07% | $3.6M | $195.82 |
| 2023 Q3 | REDUCED | 9,759 | -6,686 | -40.7% | 0.04% | $1.6M | $171.81 |
As of 2025 Q4 — sorted by position size