JFG
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Jefferies Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Jefferies Financial Group’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.36M Buy
56,502
+20,234
+56% +$1.48M 0.03% 422
2026
Q1 		$2.45M Buy
36,268
+25,482
+236% +$1.77M 0.02% 560
2025
Q4 		$712K Sell
10,786
-489
-4% -$32K ﹤0.01% 1227
2025
Q3 		$736K Sell
11,275
-8,108
-42% -$521K ﹤0.01% 969
2025
Q2 		$1.2M Sell
19,383
-19,940
-51% -$1.17M 0.01% 668
2025
Q1 		$2.29M Sell
39,323
-92,641
-70% -$5.75M 0.02% 526
2024
Q4 		$8.22M Buy
131,964
+23,111
+21% +$1.48M 0.05% 262
2024
Q3 		$6.78M Buy
108,853
+6,017
+6% +$363K 0.05% 253
2024
Q2 		$6.02M Sell
102,836
-8,885
-8% -$522K 0.06% 242
2024
Q1 		$6.79M Sell
111,721
-8,184
-7% -$463K 0.06% 230
2023
Q4 		$6.65M Buy
119,905
+645
+0.5% +$32.7K 0.04% 325
2023
Q3 		$5.95M Buy
119,260
+5,220
+5% +$274K 0.05% 294
2023
Q2 		$5.96M Buy
114,040
+30
+0% +$1.49K 0.05% 312
2023
Q1 		$5.7M Sell
114,010
-13,600
-11% -$693K 0.05% 325
2022
Q4 		$6.17M Buy
+127,610
New +$6.17M 0.04% 340

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jefferies Financial Group's IJH Position: Q2 2026 in Review

Jefferies Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 56% in Q2 2026, buying an estimated $1.48M and bringing the position to 56,502 shares worth $4.36M. The position accounts for 0.03% of the portfolio, ranked #422.

Jefferies Financial Group first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.22M in Q4 2024. 2,748 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Jefferies Financial Group held 56,502 shares of iShares Core S&P Mid-Cap ETF worth $4.36M as of Q2 2026.
  • Jefferies Financial Group bought 20,234 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.48M.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Jefferies Financial Group's portfolio in Q2 2026, its #422 holding.
  • Jefferies Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $8.22M in Q4 2024.
  • 2,748 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.