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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
2026
Q2 		$1.82M Buy
+8,229
New +$1.72M 0.01% 727
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Jefferies Financial Group opened a new position in iShares Russell 2000 Value ETF (IWN) in Q2 2026: 8,229 shares worth $1.82M. The stake represents 0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in IWN as recently as Q4 2024.

Jefferies Financial Group first reported a position in IWN in Q4 2022 and has held it in 4 quarters since. The position peaked at $4.43M in Q4 2024. 1,081 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Jefferies Financial Group held 8,229 shares of iShares Russell 2000 Value ETF worth $1.82M as of Q2 2026.
  • iShares Russell 2000 Value ETF was a new Jefferies Financial Group position in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #727 holding.
  • Jefferies Financial Group first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and has held it in 4 quarters since.
  • Jefferies Financial Group's iShares Russell 2000 Value ETF position peaked at $4.43M in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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