Littlejohn & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Littlejohn & Co’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold	0	–	–	–	28
2025 Q1	–	Hold	0	–	–	–	29
2024 Q4	–	Hold	0	–	–	–	28
2024 Q3	–	Hold	0	–	–	–	31
2024 Q2	–	Hold	0	–	–	–	36
2024 Q1	–	Hold	0	–	–	–	40
2023 Q4	–	Hold	0	–	–	–	44
2023 Q3	–	Hold	0	–	–	–	54
2023 Q2	–	Hold	0	–	–	–	58
2023 Q1	–	Hold	0	–	–	–	66
2022 Q4	–	Hold	0	–	–	–	75
2022 Q3	–	Hold	0	–	–	–	90
2022 Q2	–	Hold	0	–	–	–	172
2022 Q1	–	Hold	0	–	–	–	183
2021 Q4	–	Hold	0	–	–	–	197
2021 Q3	–	Hold	0	–	–	–	214
2021 Q2	–	Hold	0	–	–	–	222
2021 Q1	–	Hold	0	–	–	–	152

Other funds holding IWM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return