Jefferies Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,733
| Closed | -$722K | – | 1256 |
|
|
2025
Q1 | $722K | Hold |
5,733
| – | – | 0.01% | 737 |
|
|
2024
Q4 | $741K | Hold |
5,733
| – | – | ﹤0.01% | 750 |
|
|
2024
Q3 | $758K | Buy |
5,733
+1
| +0% | +$132 | 0.01% | 641 |
|
|
2024
Q2 | $692K | Hold |
5,732
| – | – | 0.01% | 644 |
|
|
2024
Q1 | $718K | Sell |
5,732
-13,019
| -69% | -$1.63M | 0.01% | 686 |
|
|
2023
Q4 | $2.18M | Buy |
+18,751
| New | +$2.18M | 0.01% | 440 |
|
|
2023
Q1 | – | Sell |
-2,160
| Closed | -$228K | – | 1291 |
|
|
2022
Q4 | $228K | Buy |
+2,160
| New | +$228K | ﹤0.01% | 826 |
|