Jefferies Financial Group
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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
Q3 		– Sell
-116,488
Closed -$28.2M – 1559
2026
Q2 		$28.2M Buy
116,488
+51,561
+79% +$12M 0.19% 108
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 		$9.7M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
71 West Capital Partners
71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Jefferies Financial Group's IWD Position: Q3 2026 in Review

Jefferies Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2026, closing a stake of 116,488 shares — an estimated $28.2M sold.

Jefferies Financial Group first reported a position in IWD in Q4 2022 and held it in 15 quarters. The position peaked at $28.2M in Q2 2026. 1,269 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Jefferies Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 116,488 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $28.2M.
  • Jefferies Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 15 quarters.
  • Jefferies Financial Group's iShares Russell 1000 Value ETF position peaked at $28.2M in Q2 2026.
  • 1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.