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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jefferies Financial Group's IWM Position: Q2 2026 in Review

Jefferies Financial Group increased its iShares Russell 2000 ETF (IWM) stake by 43% in Q2 2026, buying an estimated $106M and bringing the position to 1,263,132 shares worth $380M. The position accounts for 2.5% of the portfolio, ranked #4.

Jefferies Financial Group first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $440M in Q4 2024. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Jefferies Financial Group held 1,263,132 shares of iShares Russell 2000 ETF worth $380M as of Q2 2026.
Jefferies Financial Group bought 378,894 iShares Russell 2000 ETF shares in Q2 2026, an estimated $106M.
iShares Russell 2000 ETF made up 2.5% of Jefferies Financial Group's portfolio in Q2 2026, its #4 holding.
Jefferies Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's iShares Russell 2000 ETF position peaked at $440M in Q4 2024.
2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.