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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$472K	Buy	4,857 +117	+2%	+$11.7K	﹤0.01%	1233
2025 Q4	$456K	Hold	4,740	–	–	﹤0.01%	1357
2025 Q3	$458K	Hold	4,740	–	–	﹤0.01%	1106
2025 Q2	$436K	Hold	4,740	–	–	﹤0.01%	940
2025 Q1	$403K	Sell	4,740 -137	-3%	-$12.2K	﹤0.01%	1121
2024 Q4	$431K	Buy	4,877 +137	+3%	+$12.4K	﹤0.01%	1153
2024 Q3	$418K	Hold	4,740	–	–	﹤0.01%	1026
2024 Q2	$384K	Hold	4,740	–	–	﹤0.01%	1037
2024 Q1	$399K	Hold	4,740	–	–	﹤0.01%	1121
2023 Q4	$368K	Hold	4,740	–	–	﹤0.01%	1322
2023 Q3	$328K	Hold	4,740	–	–	﹤0.01%	1206
2023 Q2	$346K	Hold	4,740	–	–	﹤0.01%	1281
2023 Q1	$331K	Sell	4,740 -12	-0.3%	-$847	﹤0.01%	1207
2022 Q4	$321K	Buy	+4,752	New	+$320K	﹤0.01%	1186

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Jefferies Financial Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.5% in Q1 2026, buying an estimated $11.7K and bringing the position to 4,857 shares worth $472K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Jefferies Financial Group first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Jefferies Financial Group held 4,857 shares of iShares Russell Mid-Cap ETF worth $472K as of Q1 2026.
Jefferies Financial Group bought 117 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $11.7K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1233 holding.
Jefferies Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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