Jefferies Group's IWD Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 64,927 shares of iShares Russell 1000 Value ETF (IWD) worth $13.87 M, representing 0.09% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in IWD, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 10,790 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 |
|---|---|---|---|---|
| Q1 2026 | +10,790 | Add 19.93% | 64,927 | $213.67 |
| Q4 2025 | +1,825 | Add 3.49% | 54,137 | $210.34 |
| Q3 2025 | -572 | Reduce 1.08% | 52,312 | $203.59 |
| Q2 2025 | +1,377 | Add 2.67% | 52,884 | $194.23 |
| Q1 2025 | +5,996 | Add 13.17% | 51,507 | $188.16 |
| Q4 2024 | +4,727 | Add 11.59% | 45,511 | $185.13 |
| Q3 2024 | +2,582 | Add 6.76% | 40,784 | $189.80 |
| Q2 2024 | -380 | Reduce 0.98% | 38,202 | $174.47 |
| Q1 2024 | -2,038 | Reduce 5.02% | 38,582 | $179.11 |
| Q4 2023 | -132 | Reduce 0.32% | 40,620 | $165.25 |
| Q3 2023 | -1,150 | Reduce 2.74% | 40,752 | $151.82 |
| Q2 2023 | -1,208 | Reduce 2.80% | 41,902 | $157.83 |
| Q1 2023 | -5,426 | Reduce 11.18% | 43,110 | $152.26 |
| Q4 2022 | +48,536 | New Buy | 48,536 | $151.65 |
Jefferies Group's iShares Russell 1000 Value ETF Investment FAQs
Jefferies Group first purchased iShares Russell 1000 Value ETF (IWD) in Q4 2022, acquiring 48,536 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 Russell 1000 Value ETF (IWD) for 14 quarters since Q4 2022.
Jefferies Group's largest addition to iShares Russell 1000 Value ETF (IWD) was in Q4 2022, adding 48,536 shares worth $7.36 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 64,927 shares of iShares Russell 1000 Value ETF (IWD), valued at approximately $13.87 M.
As of the Q1 2026 filing, iShares Russell 1000 Value ETF (IWD) represents approximately 0.09% 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 64,927 shares, as reported at the end of Q1 2026.