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	–	Sell	-240,000	Closed	-$59.1M	–	1967
2025 Q4	$59.1M	Buy	+240,000	New	+$59M	0.3%	57
2025 Q3	–	Sell	-310,000	Closed	-$66.9M	–	1565
2025 Q2	$66.9M	Buy	310,000 +285,000	+1,140%	+$57.4M	0.56%	19
2025 Q1	$4.99M	Sell	25,000 -268,900	-91%	-$58.3M	0.04%	290
2024 Q4	$64.9M	Buy	293,900 +282,600	+2,501%	+$64.4M	0.39%	47
2024 Q3	$2.5M	Sell	11,300 -13,700	-55%	-$2.93M	0.02%	521
2024 Q2	$5.07M	Sell	25,000 -2,500	-9%	-$505K	0.05%	286
2024 Q1	$5.78M	Sell	27,500 -448,000	-94%	-$89.4M	0.05%	281
2023 Q4	$95.4M	Buy	475,500 +25,000	+6%	+$4.48M	0.62%	19
2023 Q3	$79.6M	Sell	450,500 -22,500	-5%	-$4.22M	0.72%	18
2023 Q2	$88.6M	Hold	473,000	–	–	0.79%	21
2023 Q1	$84.4M	Sell	473,000 -11,000	-2%	-$2.03M	0.68%	16
2022 Q4	$84.4M	Buy	+484,000	New	+$86.1M	0.58%	24

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.