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 Q2	$1.02M	Buy	8,209 +5,205	+173%	+$627K	0.06%	95
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fulton Breakefield Broenniman's IWF Position: Q2 2026 in Review

Fulton Breakefield Broenniman increased its iShares Russell 1000 Growth ETF (IWF) stake by 173% in Q2 2026, buying an estimated $627K and bringing the position to 8,209 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #95.

Fulton Breakefield Broenniman first reported a position in IWF in Q3 2020 and has held it in 19 quarters since. 2,509 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Fulton Breakefield Broenniman held 8,209 shares of iShares Russell 1000 Growth ETF worth $1.02M as of Q2 2026.
Fulton Breakefield Broenniman bought 5,205 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $627K.
iShares Russell 1000 Growth ETF made up 0.06% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #95 holding.
Fulton Breakefield Broenniman first reported a position in iShares Russell 1000 Growth ETF in Q3 2020 and has held it in 19 quarters since.
2,509 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.