FBB
IYW icon

Fulton Breakefield Broenniman’s iShares US Technology ETF IYW Stock Holding History

Fulton Breakefield Broenniman’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Buy
+1,100
New +$253K 0.02% 169
2026
Q1 		– Sell
-1,100
Closed -$220K – 209
2025
Q4 		$220K Hold
1,100
– – 0.01% 188
2025
Q3 		$215K Buy
+1,100
New +$201K 0.01% 192
2024
Q1 		– Sell
-1,631
Closed -$200K – 185
2023
Q4 		$200K Buy
+1,631
New +$185K 0.02% 174

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Fulton Breakefield Broenniman opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,100 shares worth $277K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings. This is a return to the name: Fulton Breakefield Broenniman previously reported a position in IYW as recently as Q4 2025.

Fulton Breakefield Broenniman first reported a position in IYW in Q4 2023 and has held it in 4 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Fulton Breakefield Broenniman held 1,100 shares of iShares US Technology ETF worth $277K as of Q2 2026.
  • iShares US Technology ETF was a new Fulton Breakefield Broenniman position in Q2 2026.
  • iShares US Technology ETF made up 0.02% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #169 holding.
  • Fulton Breakefield Broenniman first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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