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iShares Russell Midcap Index Fund shares owned by Fulton Breakefield Broenniman d/b/a FBB Capital Partners

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) 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 Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap 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 Russell Midcap Index Fund by Fulton Breakefield Broenniman d/b/a FBB Capital Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 23k 88.40
2024-09-30 $2.1M 24k 88.14
2024-06-30 $2.0M 24k 81.08
2024-03-31 $2.1M 25k 84.09
2023-12-31 $2.0M 25k 77.73
2023-09-30 $1.8M 26k 69.25
2023-06-30 $1.9M 26k 73.03
2023-03-31 $1.9M 27k 69.92
2022-12-31 $1.8M 27k 67.44
2022-09-30 $1.7M 27k 62.15
2022-06-30 $2.0M 31k 64.65
2022-03-31 $2.4M 31k 78.03
2021-12-31 $2.6M 31k 82.99
2021-09-30 $2.5M 32k 78.21
2021-06-30 $2.4M 30k 79.23
2021-03-31 $2.3M 31k 73.94
2020-12-31 $2.1M 31k 68.54
2020-09-30 $1.8M 32k 57.38
2020-06-30 $1.7M 32k 53.61
2020-03-31 $1.4M 32k 43.17
2019-12-31 $2.0M 33k 59.61
2019-09-30 $1.8M 33k 55.95
2019-06-30 $1.9M 34k 55.88
2019-03-31 $1.8M 34k 53.96
2018-12-31 $1.7M 36k 46.47

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

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
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)
Visa Com Cl A (V)
Eli Lilly & Co. (LLY)
Ishares Tr Core Us Aggbd Et (AGG)
Progressive Corporation (PGR)
UnitedHealth (UNH)
Lowe's Companies (LOW)

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

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Jones Financial Companies, L.L
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Northern Trust
Baird Financial
Bank of New York Mellon
Jpmorgan Chase & Co
UBS Group
Tiaa Trust, National Association
Envestnet Asset Management
Envestnet Portfolio Solutions
Ameriprise Financial
Amg National Trust Bank

View all funds holding iShares Russell Midcap Index Fund