Jefferies Group's IJR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 2,066 shares of iShares Core S&P Small Cap ETF (IJR) worth $248,287, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -117 | Reduce 5.36% | 2,066 | $120.18 |
| Q3 2025 | -1,394 | Reduce 38.97% | 2,183 | $118.83 |
| Q2 2025 | -621 | Reduce 14.79% | 3,577 | $109.28 |
| Q1 2025 | -48,416 | Reduce 92.02% | 4,198 | $104.56 |
| Q4 2024 | -14,735 | Reduce 21.88% | 52,614 | $115.22 |
| Q3 2024 | +23,280 | Add 52.83% | 67,349 | $116.96 |
| Q2 2024 | -3,358 | Reduce 7.08% | 44,069 | $106.66 |
| Q1 2024 | -4,507 | Reduce 8.68% | 47,427 | $110.52 |
| Q4 2023 | -6,517 | Reduce 11.15% | 51,934 | $108.25 |
| Q3 2023 | +6,280 | Add 12.04% | 58,451 | $94.33 |
| Q2 2023 | +659 | Add 1.28% | 52,171 | $99.65 |
| Q1 2023 | -6,344 | Reduce 10.97% | 51,512 | $96.70 |
| Q4 2022 | +57,856 | New Buy | 57,856 | $94.64 |
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 13 quarters since Q4 2022.
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.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 2,066 shares of iShares Core S&P Small Cap ETF (IJR), valued at approximately $248,287.
As of the Q4 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.
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.