Fulton Breakefield Broenniman’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Fulton Breakefield Broenniman's IVE Position: Q2 2026 in Review
Fulton Breakefield Broenniman increased its iShares S&P 500 Value ETF (IVE) stake by 1.3% in Q2 2026, buying an estimated $8.04K and bringing the position to 2,886 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #114.
Fulton Breakefield Broenniman first reported a position in IVE in Q2 2025 and has held it in 5 quarters since. 1,766 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Fulton Breakefield Broenniman held 2,886 shares of iShares S&P 500 Value ETF worth $655K as of Q2 2026.
- Fulton Breakefield Broenniman bought 36 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $8.04K.
- iShares S&P 500 Value ETF made up 0.04% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #114 holding.
- Fulton Breakefield Broenniman first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
- 1,766 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.