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

Jefferies Financial Group’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-27,014	Closed	-$4.43M	–	1810
2024 Q4	$4.43M	Buy	27,014 +11,909	+79%	+$2.03M	0.03%	408
2024 Q3	$2.52M	Buy	+15,105	New	+$2.45M	0.02%	515
2023 Q1	–	Sell	-1,886	Closed	-$262K	–	1800
2022 Q4	$262K	Buy	+1,886	New	+$266K	﹤0.01%	1225

Other funds holding IWN

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Jefferies Financial Group's IWN Position: Q1 2025 in Review

Jefferies Financial Group sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 27,014 shares — an estimated $4.43M sold.

Jefferies Financial Group first reported a position in IWN in Q4 2022 and held it in 3 quarters. The position peaked at $4.43M in Q4 2024. 984 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

Jefferies Financial Group reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
Jefferies Financial Group sold 27,014 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $4.43M.
Jefferies Financial Group first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and held it in 3 quarters.
Jefferies Financial Group's iShares Russell 2000 Value ETF position peaked at $4.43M in Q4 2024.
984 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.