JFG
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 |
|