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Littlejohn Financial Services’s iShares Biotechnology ETF IBB Stock Holding History

Littlejohn Financial Services’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Sell
16,740
-380
-2% -$65.3K 2.31% 10
2026
Q1 		$2.89M Sell
17,120
-1,207
-7% -$206K 2.17% 12
2025
Q4 		$3.09M Sell
18,327
-438
-2% -$71.1K 2.28% 12
2025
Q3 		$2.71M Buy
18,765
+7,202
+62% +$983K 1.98% 13
2025
Q2 		$1.46M Buy
+11,563
New +$1.42M 1.13% 35

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Littlejohn Financial Services's IBB Position: Q2 2026 in Review

Littlejohn Financial Services reduced its iShares Biotechnology ETF (IBB) stake by 2.2% in Q2 2026, selling an estimated $65.3K and leaving 16,740 shares worth $3.18M. The position accounts for 2.31% of the portfolio, ranked #10.

Littlejohn Financial Services first reported a position in IBB in Q2 2025 and has held it in 5 quarters since. 957 funds tracked by Wall St. Rank hold IBB as of Q2 2026.

  • Littlejohn Financial Services held 16,740 shares of iShares Biotechnology ETF worth $3.18M as of Q2 2026.
  • Littlejohn Financial Services sold 380 iShares Biotechnology ETF shares in Q2 2026, an estimated $65.3K.
  • iShares Biotechnology ETF made up 2.31% of Littlejohn Financial Services's portfolio in Q2 2026, its #10 holding.
  • Littlejohn Financial Services first reported a position in iShares Biotechnology ETF in Q2 2025 and has held it in 5 quarters since.
  • 957 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.