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iShares S&P 1500 Index Fund shares owned by Fulton Breakefield Broenniman d/b/a FBB Capital Partners

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Fulton Breakefield Broenniman d/b/a FBB Capital Partners from 13F filings

Historical chart of Fulton Breakefield Broenniman d/b/a FBB Capital Partners investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Fulton Breakefield Broenniman d/b/a FBB Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Fulton Breakefield Broenniman d/b/a FBB Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $740k 5.1k 145.64
2025-06-30 $1.4M 10k 135.04

More positions owned by Fulton Breakefield Broenniman d/b/a FBB Capital Partners

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Visa Com Cl A (V)
Ishares Tr Usd Inv Grde Etf (USIG)
Eli Lilly & Co. (LLY)

View all positions for Fulton Breakefield Broenniman d/b/a FBB Capital Partners

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund