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Littlejohn Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Littlejohn Financial Services’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Sell
529
-52
-9% -$20.6K 0.16% 64
2026
Q1 		$207K Hold
581
– – 0.16% 60
2025
Q4 		$217K Hold
581
– – 0.16% 57
2025
Q3 		$212K Buy
+581
New +$205K 0.15% 60

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $435M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

Littlejohn Financial Services reduced its iShares Russell 1000 ETF (IWB) stake by 9% in Q2 2026, selling an estimated $20.6K and leaving 529 shares worth $217K. The position accounts for 0.16% of the portfolio, ranked #64.

Littlejohn Financial Services first reported a position in IWB in Q3 2025 and has held it in 4 quarters since. The position peaked at $217K in Q4 2025. 746 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Littlejohn Financial Services held 529 shares of iShares Russell 1000 ETF worth $217K as of Q2 2026.
  • Littlejohn Financial Services sold 52 iShares Russell 1000 ETF shares in Q2 2026, an estimated $20.6K.
  • iShares Russell 1000 ETF made up 0.16% of Littlejohn Financial Services's portfolio in Q2 2026, its #64 holding.
  • Littlejohn Financial Services first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 4 quarters since.
  • Littlejohn Financial Services's iShares Russell 1000 ETF position peaked at $217K in Q4 2025.
  • 746 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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