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Littlejohn Financial Services’s iShares US Consumer Staples ETF IYK Stock Holding History

Littlejohn Financial Services’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-39,261
Closed -$2.75M – 80
2026
Q1 		$2.75M Sell
39,261
-1,340
-3% -$96.3K 2.07% 19
2025
Q4 		$2.72M Buy
+40,601
New +$2.76M 2% 16

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SWP
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OCA
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
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Littlejohn Financial Services's IYK Position: Q2 2026 in Review

Littlejohn Financial Services sold out of iShares US Consumer Staples ETF (IYK) in Q2 2026, closing a stake of 39,261 shares — an estimated $2.75M sold.

Littlejohn Financial Services first reported a position in IYK in Q4 2025 and held it in 2 quarters. The position peaked at $2.75M in Q1 2026. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Littlejohn Financial Services reported no remaining iShares US Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
  • Littlejohn Financial Services sold 39,261 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $2.75M.
  • Littlejohn Financial Services first reported a position in iShares US Consumer Staples ETF in Q4 2025 and held it in 2 quarters.
  • Littlejohn Financial Services's iShares US Consumer Staples ETF position peaked at $2.75M in Q1 2026.
  • 288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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