Jefferies Group's IJR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 2,183 shares of iShares Core S&P Small Cap ETF (IJR) worth $259,400, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in IJR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 23,280 shares. Largest reduction occurred in Q1 2025, reducing 48,416 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares Core S&P Small Cap ETF (IJR) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Core S&P Small Cap ETF (IJR) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +57,856 | New Buy | 57,856 | $94.64 |
| Q1 2023 | -6,344 | Reduce 10.97% | 51,512 | $96.70 |
| Q2 2023 | +659 | Add 1.28% | 52,171 | $99.65 |
| Q3 2023 | +6,280 | Add 12.04% | 58,451 | $94.33 |
| Q4 2023 | -6,517 | Reduce 11.15% | 51,934 | $108.25 |
| Q1 2024 | -4,507 | Reduce 8.68% | 47,427 | $110.52 |
| Q2 2024 | -3,358 | Reduce 7.08% | 44,069 | $106.66 |
| Q3 2024 | +23,280 | Add 52.83% | 67,349 | $116.96 |
| Q4 2024 | -14,735 | Reduce 21.88% | 52,614 | $115.22 |
| Q1 2025 | -48,416 | Reduce 92.02% | 4,198 | $104.56 |
| Q2 2025 | -621 | Reduce 14.79% | 3,577 | $109.28 |
| Q3 2025 | -1,394 | Reduce 38.97% | 2,183 | $118.83 |
Jefferies Group's iShares Core S&P Small Cap ETF Investment FAQs
Jefferies Group first purchased iShares Core S&P Small Cap ETF (IJR) in Q4 2022, acquiring 57,856 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held iShares Core S&P Small Cap ETF (IJR) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to iShares Core S&P Small Cap ETF (IJR) was in Q4 2022, adding 57,856 shares worth $5.48 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 2,183 shares of iShares Core S&P Small Cap ETF (IJR), valued at approximately $259,400. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Core S&P Small Cap ETF (IJR) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in iShares Core S&P Small Cap ETF (IJR) was 67,349 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.