JFG
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Jefferies Financial Group’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Jefferies Financial Group’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.64M Sell
34,124
-1,852
-5% -$210K 0.02% 417
2025
Q4 		$4.26M Buy
35,976
+800
+2% +$94.8K 0.02% 539
2025
Q3 		$4.12M Buy
35,176
+448
+1% +$49.9K 0.02% 425
2025
Q2 		$3.69M Buy
34,728
+4,332
+14% +$414K 0.03% 379
2025
Q1 		$2.74M Sell
30,396
-7,984
-21% -$788K 0.02% 468
2024
Q4 		$3.85M Buy
38,380
+84
+0.2% +$8.26K 0.02% 445
2024
Q3 		$3.59M Sell
38,296
-1,008
-3% -$91.4K 0.03% 400
2024
Q2 		$3.58M Buy
39,304
+3,252
+9% +$278K 0.04% 387
2024
Q1 		$3.04M Sell
36,052
-5,648
-14% -$455K 0.03% 448
2023
Q4 		$3.16M Buy
41,700
+4,252
+11% +$301K 0.02% 540
2023
Q3 		$2.49M Buy
37,448
+12,288
+49% +$848K 0.02% 554
2023
Q2 		$1.73M Buy
25,160
+5,908
+31% +$376K 0.02% 707
2023
Q1 		$1.18M Sell
19,252
-1,000
-5% -$57.6K 0.01% 838
2022
Q4 		$1.08M Buy
+20,252
New +$1.11M 0.01% 846

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Jefferies Financial Group reduced its iShares Russell 1000 Growth ETF (IWF) stake by 5.1% in Q1 2026, selling an estimated $210K and leaving 34,124 shares worth $3.64M. The position accounts for 0.02% of the portfolio, ranked #417.

Jefferies Financial Group first reported a position in IWF in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.26M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Jefferies Financial Group held 34,124 shares of iShares Russell 1000 Growth ETF worth $3.64M as of Q1 2026.
  • Jefferies Financial Group sold 1,852 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $210K.
  • iShares Russell 1000 Growth ETF made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #417 holding.
  • Jefferies Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's iShares Russell 1000 Growth ETF position peaked at $4.26M in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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