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Fulton Breakefield Broenniman’s iShares Russell 1000 ETF IWB Stock Holding History

Fulton Breakefield Broenniman’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$560K Sell
1,570
-100
-6% -$37.3K 0.04% 114
2025
Q4 		$624K Buy
1,670
+100
+6% +$37K 0.04% 115
2025
Q3 		$574K Sell
1,570
-60
-4% -$21.1K 0.04% 122
2025
Q2 		$553K Hold
1,630
– – 0.04% 120
2025
Q1 		$500K Sell
1,630
-587
-26% -$190K 0.04% 114
2024
Q4 		$714K Sell
2,217
-15
-0.7% -$4.86K 0.05% 102
2024
Q3 		$702K Sell
2,232
-28
-1% -$8.48K 0.05% 98
2024
Q2 		$672K Sell
2,260
-60
-3% -$17.2K 0.05% 100
2024
Q1 		$668K Sell
2,320
-33
-1% -$9.04K 0.05% 100
2023
Q4 		$617K Sell
2,353
-219
-9% -$53.6K 0.05% 101
2023
Q3 		$604K Hold
2,572
– – 0.05% 101
2023
Q2 		$627K Sell
2,572
-949
-27% -$219K 0.05% 104
2023
Q1 		$793K Hold
3,521
– – 0.07% 99
2022
Q4 		$741K Buy
3,521
+28
+0.8% +$5.93K 0.07% 101
2022
Q3 		$689K Sell
3,493
-250
-7% -$54.8K 0.06% 98
2022
Q2 		$778K Buy
3,743
+219
+6% +$49.5K 0.07% 101
2022
Q1 		$881K Hold
3,524
– – 0.08% 90
2021
Q4 		$932K Buy
3,524
+939
+36% +$242K 0.07% 100
2021
Q3 		$625K Hold
2,585
– – 0.05% 99
2021
Q2 		$626K Hold
2,585
– – 0.05% 101
2021
Q1 		$579K Hold
2,585
– – 0.05% 101
2020
Q4 		$548K Hold
2,585
– – 0.07% 89
2020
Q3 		$484K Sell
2,585
-55
-2% -$10.2K 0.05% 104
2020
Q2 		$453K Sell
2,640
-50
-2% -$8.09K 0.06% 112
2020
Q1 		$381K Sell
2,690
-345
-11% -$58.3K 0.06% 105
2019
Q4 		$542K Hold
3,035
– – 0.06% 109
2019
Q3 		$499K Buy
+3,035
New +$498K 0.06% 107

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Fulton Breakefield Broenniman's IWB Position: Q1 2026 in Review

Fulton Breakefield Broenniman reduced its iShares Russell 1000 ETF (IWB) stake by 6% in Q1 2026, selling an estimated $37.3K and leaving 1,570 shares worth $560K. The position accounts for 0.04% of the portfolio, ranked #114.

Fulton Breakefield Broenniman first reported a position in IWB in Q3 2019 and has held it in 27 quarters since. The position peaked at $932K in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Fulton Breakefield Broenniman held 1,570 shares of iShares Russell 1000 ETF worth $560K as of Q1 2026.
  • Fulton Breakefield Broenniman sold 100 iShares Russell 1000 ETF shares in Q1 2026, an estimated $37.3K.
  • iShares Russell 1000 ETF made up 0.04% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #114 holding.
  • Fulton Breakefield Broenniman first reported a position in iShares Russell 1000 ETF in Q3 2019 and has held it in 27 quarters since.
  • Fulton Breakefield Broenniman's iShares Russell 1000 ETF position peaked at $932K in Q4 2021.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.