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 Q2	$529K	Sell	4,791 -66	-1%	-$6.94K	﹤0.01%	1233
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 $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Jefferies Financial Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.4% in Q2 2026, selling an estimated $6.94K and leaving 4,791 shares worth $529K. 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 15 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Jefferies Financial Group held 4,791 shares of iShares Russell Mid-Cap ETF worth $529K as of Q2 2026.
Jefferies Financial Group sold 66 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $6.94K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 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 15 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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