FBB
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Fulton Breakefield Broenniman’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Fulton Breakefield Broenniman’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$320K Sell
3,004
-1,516
-34% -$172K 0.02% 145
2025
Q4 		$535K Buy
4,520
+2,764
+157% +$327K 0.03% 124
2025
Q3 		$206K Buy
+1,756
New +$196K 0.01% 196
2025
Q1 		– Sell
-2,004
Closed -$201K – 193
2024
Q4 		$201K Buy
+2,004
New +$197K 0.01% 188
2024
Q3 		– Sell
-2,888
Closed -$263K – 188
2024
Q2 		$263K Sell
2,888
-260
-8% -$22.2K 0.02% 158
2024
Q1 		$265K Buy
3,148
+492
+19% +$39.6K 0.02% 154
2023
Q4 		$201K Buy
+2,656
New +$188K 0.02% 173
2023
Q2 		– Sell
-3,576
Closed -$218K – 176
2023
Q1 		$218K Sell
3,576
-540
-13% -$31.1K 0.02% 167
2022
Q4 		$220K Sell
4,116
-976
-19% -$53.7K 0.02% 168
2022
Q3 		$268K Sell
5,092
-196
-4% -$11.5K 0.03% 145
2022
Q2 		$289K Buy
5,288
+532
+11% +$31.9K 0.03% 143
2022
Q1 		$330K Buy
4,756
+1,560
+49% +$106K 0.03% 131
2021
Q4 		$244K Sell
3,196
-600
-16% -$44.5K 0.02% 177
2021
Q3 		$260K Sell
3,796
-64
-2% -$4.53K 0.02% 161
2021
Q2 		$262K Sell
3,860
-220
-5% -$14.2K 0.02% 164
2021
Q1 		$248K Buy
4,080
+228
+6% +$13.9K 0.02% 162
2020
Q4 		$232K Hold
3,852
– – 0.03% 128
2020
Q3 		$209K Buy
+3,852
New +$203K 0.02% 167

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Fulton Breakefield Broenniman reduced its iShares Russell 1000 Growth ETF (IWF) stake by 34% in Q1 2026, selling an estimated $172K and leaving 3,004 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #145.

Fulton Breakefield Broenniman first reported a position in IWF in Q3 2020 and has held it in 18 quarters since. The position peaked at $535K in Q4 2025. 2,432 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Fulton Breakefield Broenniman held 3,004 shares of iShares Russell 1000 Growth ETF worth $320K as of Q1 2026.
  • Fulton Breakefield Broenniman sold 1,516 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $172K.
  • iShares Russell 1000 Growth ETF made up 0.02% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #145 holding.
  • Fulton Breakefield Broenniman first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 18 quarters since.
  • Fulton Breakefield Broenniman's iShares Russell 1000 Growth ETF position peaked at $535K in Q4 2025.
  • 2,432 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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