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Jefferies Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Jefferies Financial Group’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8M Buy
79,811
+77,459
+3,293% +$10.6M 0.08% 219
2026
Q1 		$292K Buy
2,352
+286
+14% +$36.3K ﹤0.01% 1386
2025
Q4 		$248K Sell
2,066
-117
-5% -$14K ﹤0.01% 1549
2025
Q3 		$259K Sell
2,183
-1,394
-39% -$160K ﹤0.01% 1232
2025
Q2 		$391K Sell
3,577
-621
-15% -$64.2K ﹤0.01% 961
2025
Q1 		$439K Sell
4,198
-48,416
-92% -$5.46M ﹤0.01% 1085
2024
Q4 		$6.06M Sell
52,614
-14,735
-22% -$1.76M 0.04% 313
2024
Q3 		$7.88M Buy
67,349
+23,280
+53% +$2.63M 0.06% 223
2024
Q2 		$4.7M Sell
44,069
-3,358
-7% -$359K 0.05% 317
2024
Q1 		$5.24M Sell
47,427
-4,507
-9% -$479K 0.05% 300
2023
Q4 		$5.62M Sell
51,934
-6,517
-11% -$628K 0.04% 365
2023
Q3 		$5.51M Buy
58,451
+6,280
+12% +$627K 0.05% 311
2023
Q2 		$5.2M Buy
52,171
+659
+1% +$62.7K 0.05% 347
2023
Q1 		$4.98M Sell
51,512
-6,344
-11% -$634K 0.04% 363
2022
Q4 		$5.48M Buy
+57,856
New +$5.55M 0.04% 386

Other funds holding IJR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Jefferies Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3,293% in Q2 2026, buying an estimated $10.6M and bringing the position to 79,811 shares worth $11.8M. The position accounts for 0.08% of the portfolio, ranked #219.

Jefferies Financial Group first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,834 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Jefferies Financial Group held 79,811 shares of iShares Core S&P Small-Cap ETF worth $11.8M as of Q2 2026.
  • Jefferies Financial Group bought 77,459 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $10.6M.
  • iShares Core S&P Small-Cap ETF made up 0.08% of Jefferies Financial Group's portfolio in Q2 2026, its #219 holding.
  • Jefferies Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,834 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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