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IWM
6 quarters

Position history for Jefferies Financial Group Inc.'s holdings in ISHARES TR

Jefferies Financial Group Inc. holds 884,238 shares of IWM (ISHARES TR), worth $219.3M as of 2026-Q1. The position was decreased (-48.8% shares). IWM represents 1.5% of Jefferies Financial Group Inc.'s portfolio.

Current Value

$219.3M

Current Shares

884,238

Total Value Change

-$220.4M

Total Shares Change

-1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
884,238
-48.8%
$219.3M1.5%$259.24
0
2025-Q4
Increased
1.7M
+18.6%
$425.1M2.2%$248.03
63
2025-Q3
Increased
1.5M
+71.5%
$352.4M1.7%$240.81
73
2025-Q2
Increased
849,018
+50.1%
$183.2M1.5%$214.15
67
2025-Q1
Decreased
565,455
-71.6%
$112.8M1.0%$198.67
0
2024-Q4
New
2M
-
$439.7M2.6%$218.23
81

Other major holders of IWM: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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