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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$183M Buy
849,018
+283,563
+50% +$61.2M 1.54% 2
2025
Q1
$113M Sell
565,455
-1,424,607
-72% -$284M 1% 5
2024
Q4
$440M Buy
1,990,062
+1,365,841
+219% +$302M 2.63% 2
2024
Q3
$138M Sell
624,221
-64,646
-9% -$14.3M 0.99% 5
2024
Q2
$140M Buy
688,867
+118,374
+21% +$24M 1.48% 3
2024
Q1
$120M Sell
570,493
-213,127
-27% -$44.8M 1.11% 4
2023
Q4
$157M Buy
783,620
+186,567
+31% +$37.4M 1.03% 3
2023
Q3
$106M Sell
597,053
-112,863
-16% -$19.9M 0.95% 3
2023
Q2
$133M Buy
709,916
+136,331
+24% +$25.5M 1.19% 3
2023
Q1
$102M Buy
573,585
+3,062
+0.5% +$546K 0.83% 2
2022
Q4
$99.5M Buy
+570,523
New +$99.5M 0.69% 6