Jefferies Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
52,884
+1,377
| +3% | +$267K | 0.09% | 111 |
|
|
2025
Q1 | $9.69M | Buy |
51,507
+5,996
| +13% | +$1.13M | 0.09% | 109 |
|
|
2024
Q4 | $8.43M | Buy |
45,511
+4,727
| +12% | +$875K | 0.05% | 180 |
|
|
2024
Q3 | $7.74M | Buy |
40,784
+2,582
| +7% | +$490K | 0.06% | 147 |
|
|
2024
Q2 | $6.67M | Sell |
38,202
-380
| -1% | -$66.3K | 0.07% | 149 |
|
|
2024
Q1 | $6.91M | Sell |
38,582
-2,038
| -5% | -$365K | 0.06% | 142 |
|
|
2023
Q4 | $6.71M | Sell |
40,620
-132
| -0.3% | -$21.8K | 0.04% | 188 |
|
|
2023
Q3 | $6.19M | Sell |
40,752
-1,150
| -3% | -$175K | 0.06% | 142 |
|
|
2023
Q2 | $6.61M | Sell |
41,902
-1,208
| -3% | -$191K | 0.06% | 155 |
|
|
2023
Q1 | $6.56M | Sell |
43,110
-5,426
| -11% | -$826K | 0.05% | 146 |
|
|
2022
Q4 | $7.36M | Buy |
+48,536
| New | +$7.36M | 0.05% | 131 |
|