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Fulton Breakefield Broenniman’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Fulton Breakefield Broenniman’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$338K Hold
1,076
– – 0.02% 141
2025
Q4 		$348K Sell
1,076
-40
-4% -$13K 0.02% 148
2025
Q3 		$357K Sell
1,116
-138
-11% -$41.6K 0.02% 146
2025
Q2 		$358K Sell
1,254
-6
-0.5% -$1.58K 0.02% 146
2025
Q1 		$322K Sell
1,260
-4
-0.3% -$1.13K 0.02% 141
2024
Q4 		$364K Sell
1,264
-10
-0.8% -$2.96K 0.03% 137
2024
Q3 		$362K Sell
1,274
-235
-16% -$64.4K 0.03% 135
2024
Q2 		$396K Sell
1,509
-19
-1% -$4.93K 0.03% 126
2024
Q1 		$414K Sell
1,528
-2,665
-64% -$681K 0.03% 120
2023
Q4 		$1.06M Sell
4,193
-11
-0.3% -$2.48K 0.09% 84
2023
Q3 		$942K Sell
4,204
-270
-6% -$64.6K 0.08% 88
2023
Q2 		$1.09M Sell
4,474
-281
-6% -$64.4K 0.09% 89
2023
Q1 		$1.08M Sell
4,755
-399
-8% -$91.3K 0.09% 90
2022
Q4 		$1.11M Sell
5,154
-42
-0.8% -$9.2K 0.1% 88
2022
Q3 		$1.07M Sell
5,196
-79
-1% -$17.8K 0.1% 86
2022
Q2 		$1.09M Sell
5,275
-80
-1% -$17.8K 0.09% 91
2022
Q1 		$1.37M Sell
5,355
-319
-6% -$81.6K 0.12% 78
2021
Q4 		$1.66M Sell
5,674
-228
-4% -$68.7K 0.12% 82
2021
Q3 		$1.73M Sell
5,902
-80
-1% -$24K 0.15% 69
2021
Q2 		$1.86M Sell
5,982
-120
-2% -$36.1K 0.16% 67
2021
Q1 		$1.83M Buy
6,102
+289
+5% +$89.7K 0.17% 66
2020
Q4 		$1.67M Sell
5,813
-319
-5% -$81.3K 0.2% 65
2020
Q3 		$1.36M Sell
6,132
-29
-0.5% -$6.35K 0.15% 65
2020
Q2 		$1.27M Buy
6,161
+25
+0.4% +$4.67K 0.15% 64
2020
Q1 		$971K Sell
6,136
-363
-6% -$72.1K 0.14% 69
2019
Q4 		$1.39M Sell
6,499
-15
-0.2% -$3.04K 0.16% 76
2019
Q3 		$1.25M Buy
+6,514
New +$1.29M 0.16% 78
2019
Q1 		– Sell
-11,738
Closed -$1.97M – 105
2018
Q4 		$1.97M Buy
+11,738
New +$2.19M 0.35% 67

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Fulton Breakefield Broenniman held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,076 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #141.

Fulton Breakefield Broenniman first reported a position in IWO in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.97M in Q4 2018. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Fulton Breakefield Broenniman held 1,076 shares of iShares Russell 2000 Growth ETF worth $338K as of Q1 2026.
  • Fulton Breakefield Broenniman left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #141 holding.
  • Fulton Breakefield Broenniman first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 28 quarters since.
  • Fulton Breakefield Broenniman's iShares Russell 2000 Growth ETF position peaked at $1.97M in Q4 2018.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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