Littlejohn Financial Services
IWB icon

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
Q3 		$220K Hold
529
– – 0.16% 65
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Millburn Ridgefield Corp
Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Littlejohn Financial Services's IWB Position: Q3 2026 in Review

Littlejohn Financial Services held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 529 shares worth $220K. The position accounts for 0.16% of the portfolio, ranked #65.

Littlejohn Financial Services first reported a position in IWB in Q3 2025 and has held it in 5 quarters since. 1,388 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Littlejohn Financial Services held 529 shares of iShares Russell 1000 ETF worth $220K as of Q3 2026.
  • Littlejohn Financial Services left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 ETF made up 0.16% of Littlejohn Financial Services's portfolio in Q3 2026, its #65 holding.
  • Littlejohn Financial Services first reported a position in iShares Russell 1000 ETF in Q3 2025 and has held it in 5 quarters since.
  • 1,388 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

Based on Littlejohn Financial Services's 13F filing for Q3 2026, filed 6 Nov 2026.