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Jefferies Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Jefferies Financial Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.9M Buy
64,927
+10,790
+20% +$2.36M 0.1% 176
2025
Q4 		$11.4M Buy
54,137
+1,825
+3% +$377K 0.06% 292
2025
Q3 		$10.7M Sell
52,312
-572
-1% -$114K 0.05% 227
2025
Q2 		$10.3M Buy
52,884
+1,377
+3% +$255K 0.09% 166
2025
Q1 		$9.69M Buy
51,507
+5,996
+13% +$1.14M 0.09% 160
2024
Q4 		$8.43M Buy
45,511
+4,727
+12% +$907K 0.05% 258
2024
Q3 		$7.74M Buy
40,784
+2,582
+7% +$470K 0.06% 228
2024
Q2 		$6.67M Sell
38,202
-380
-1% -$66.4K 0.07% 218
2024
Q1 		$6.91M Sell
38,582
-2,038
-5% -$345K 0.06% 225
2023
Q4 		$6.71M Sell
40,620
-132
-0.3% -$20.4K 0.04% 323
2023
Q3 		$6.19M Sell
40,752
-1,150
-3% -$182K 0.06% 284
2023
Q2 		$6.61M Sell
41,902
-1,208
-3% -$185K 0.06% 289
2023
Q1 		$6.56M Sell
43,110
-5,426
-11% -$838K 0.05% 295
2022
Q4 		$7.36M Buy
+48,536
New +$7.27M 0.05% 290

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Jefferies Financial Group increased its iShares Russell 1000 Value ETF (IWD) stake by 20% in Q1 2026, buying an estimated $2.36M and bringing the position to 64,927 shares worth $13.9M. The position accounts for 0.1% of the portfolio, ranked #176.

Jefferies Financial Group first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Jefferies Financial Group held 64,927 shares of iShares Russell 1000 Value ETF worth $13.9M as of Q1 2026.
  • Jefferies Financial Group bought 10,790 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $2.36M.
  • iShares Russell 1000 Value ETF made up 0.1% of Jefferies Financial Group's portfolio in Q1 2026, its #176 holding.
  • Jefferies Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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