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Jefferies Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Jefferies Financial Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$219M Sell
884,238
-842,653
-49% -$217M 1.5% 8
2025
Q4 		$425M Buy
1,726,891
+270,370
+19% +$66.5M 2.17% 5
2025
Q3 		$352M Buy
1,456,521
+607,503
+72% +$139M 1.66% 8
2025
Q2 		$183M Buy
849,018
+283,563
+50% +$57.1M 1.54% 6
2025
Q1 		$113M Sell
565,455
-1,424,607
-72% -$309M 1% 13
2024
Q4 		$440M Buy
1,990,062
+1,365,841
+219% +$311M 2.63% 5
2024
Q3 		$138M Sell
624,221
-64,646
-9% -$13.8M 0.99% 13
2024
Q2 		$140M Buy
688,867
+118,374
+21% +$23.9M 1.48% 7
2024
Q1 		$120M Sell
570,493
-213,127
-27% -$42.5M 1.11% 13
2023
Q4 		$157M Buy
783,620
+186,567
+31% +$33.4M 1.03% 12
2023
Q3 		$106M Sell
597,053
-112,863
-16% -$21.2M 0.95% 12
2023
Q2 		$133M Buy
709,916
+136,331
+24% +$24.3M 1.19% 14
2023
Q1 		$102M Buy
573,585
+3,062
+0.5% +$564K 0.83% 11
2022
Q4 		$99.5M Buy
+570,523
New +$101M 0.69% 22

Other funds holding IWM

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Jefferies Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 49% in Q1 2026, selling an estimated $217M and leaving 884,238 shares worth $219M. The position accounts for 1.5% of the portfolio, ranked #8.

Jefferies Financial Group first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $440M in Q4 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Jefferies Financial Group held 884,238 shares of iShares Russell 2000 ETF worth $219M as of Q1 2026.
  • Jefferies Financial Group sold 842,653 iShares Russell 2000 ETF shares in Q1 2026, an estimated $217M.
  • iShares Russell 2000 ETF made up 1.5% of Jefferies Financial Group's portfolio in Q1 2026, its #8 holding.
  • Jefferies Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Jefferies Financial Group's iShares Russell 2000 ETF position peaked at $440M in Q4 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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