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: Q1 2026 in Review
Fulton Breakefield Broenniman increased its iShares S&P 500 Value ETF (IVE) stake by 6.4% in Q1 2026, buying an estimated $37K and bringing the position to 2,850 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #112.
Fulton Breakefield Broenniman first reported a position in IVE in Q2 2025 and has held it in 4 quarters since. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- Fulton Breakefield Broenniman held 2,850 shares of iShares S&P 500 Value ETF worth $602K as of Q1 2026.
- Fulton Breakefield Broenniman bought 171 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $37K.
- iShares S&P 500 Value ETF made up 0.04% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #112 holding.
- Fulton Breakefield Broenniman first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 4 quarters since.
- 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.