Jefferies Group's IWD Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 116,488 shares of iShares Russell 1000 Value ETF (IWD) worth $28.24 M, representing 0.19% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in IWD, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 51,561 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 |
|---|---|---|---|---|
| Q2 2026 | +51,561 | Add 79.41% | 116,488 | $242.43 |
| 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 15 quarters since Q4 2022.
Jefferies Group's largest addition to iShares Russell 1000 Value ETF (IWD) was in Q2 2026, adding 116,488 shares worth $28.24 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 116,488 shares of iShares Russell 1000 Value ETF (IWD), valued at approximately $28.24 M.
As of the Q2 2026 filing, iShares Russell 1000 Value ETF (IWD) represents approximately 0.19% 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 116,488 shares, as reported at the end of Q2 2026.