Jefferies Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$488K	Buy	3,807 +862	+29%	+$117K	﹤0.01%	1219
2025 Q4	$403K	Sell	2,945 -2,272	-44%	-$318K	﹤0.01%	1406
2025 Q3	$743K	Buy	+5,217	New	+$737K	﹤0.01%	967
2025 Q2	–	Sell	-32,574	Closed	-$3.83M	–	1566
2025 Q1	$3.83M	Sell	32,574 -4,980	-13%	-$640K	0.03%	372
2024 Q4	$4.76M	Buy	37,554 +364	+1%	+$46.3K	0.03%	383
2024 Q3	$4.36M	Sell	37,190 -1,462	-4%	-$163K	0.03%	347
2024 Q2	$4.27M	Buy	38,652 +409	+1%	+$44.9K	0.05%	340
2024 Q1	$4.37M	Sell	38,243 -3,254	-8%	-$352K	0.04%	340
2023 Q4	$4.33M	Sell	41,497 -10,705	-21%	-$1.01M	0.03%	442
2023 Q3	$4.77M	Buy	52,202 +8,193	+19%	+$783K	0.04%	352
2023 Q2	$4.25M	Buy	44,009 +12,243	+39%	+$1.12M	0.04%	402
2023 Q1	$2.89M	Sell	31,766 -4,978	-14%	-$444K	0.02%	536
2022 Q4	$3.07M	Buy	+36,744	New	+$3.09M	0.02%	511

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Jefferies Financial Group's IWP Position: Q1 2026 in Review

Jefferies Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 29% in Q1 2026, buying an estimated $117K and bringing the position to 3,807 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Jefferies Financial Group first reported a position in IWP in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.77M in Q3 2023. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Jefferies Financial Group held 3,807 shares of iShares Russell Mid-Cap Growth ETF worth $488K as of Q1 2026.
Jefferies Financial Group bought 862 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $117K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1219 holding.
Jefferies Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 13 quarters since.
Jefferies Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $4.77M in Q3 2023.
1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.