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
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 $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jefferies Financial Group's IJH Position: Q1 2026 in Review

Jefferies Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 236% in Q1 2026, buying an estimated $1.77M and bringing the position to 36,268 shares worth $2.45M. The position accounts for 0.02% of the portfolio, ranked #560.

Jefferies Financial Group first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.22M in Q4 2024. 2,653 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Jefferies Financial Group held 36,268 shares of iShares Core S&P Mid-Cap ETF worth $2.45M as of Q1 2026.
  • Jefferies Financial Group bought 25,482 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.77M.
  • iShares Core S&P Mid-Cap ETF made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #560 holding.
  • Jefferies Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $8.22M in Q4 2024.
  • 2,653 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.