Jefferies Group's IWD Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 0 shares of iShares Russell 1000 Value ETF (IWD) worth $0, representing 0.00% of the portfolio. First purchased in , this recently established position has been held for 0 quarters.
Based on recent 13F filings, Jefferies Group has initiated a new position in IWD, representing a fresh investment thesis on this company. Largest addition occurred in Q1 2025, adding 5,996 shares. Largest reduction occurred in Q1 2023, reducing 5,426 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares Russell 1000 Value ETF (IWD) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 1000 Value ETF (IWD) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| No data available | ||||
Jefferies Group's iShares Russell 1000 Value ETF Investment FAQs
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 52,312 shares of iShares Russell 1000 Value ETF (IWD), valued at approximately $10.65 M.
As of the Q3 2025 filing, iShares Russell 1000 Value ETF (IWD) represents approximately 0.05% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in iShares Russell 1000 Value ETF (IWD) was 52,884 shares, as reported at the end of Q2 2025.