Jefferies Group's IWF Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 8,994 shares of iShares Russell 1000 Growth ETF (IWF) worth $4.26 M, representing 0.02% 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 IWF, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 3,072 shares. Largest reduction occurred in Q1 2025, reducing 1,996 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares Russell 1000 Growth ETF (IWF) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 1000 Growth ETF (IWF) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +200 | Add 2.27% | 8,994 | $473.27 |
| Q3 2025 | +112 | Add 1.29% | 8,794 | $468.44 |
| Q2 2025 | +1,083 | Add 14.25% | 8,682 | $424.57 |
| Q1 2025 | -1,996 | Reduce 20.80% | 7,599 | $361.07 |
| Q4 2024 | +21 | Add 0.22% | 9,595 | $401.59 |
| Q3 2024 | -252 | Reduce 2.56% | 9,574 | $375.37 |
| Q2 2024 | +813 | Add 9.02% | 9,826 | $364.50 |
| Q1 2024 | -1,412 | Reduce 13.54% | 9,013 | $337.03 |
| Q4 2023 | +1,063 | Add 11.35% | 10,425 | $303.18 |
| Q3 2023 | +3,072 | Add 48.84% | 9,362 | $266.00 |
| Q2 2023 | +1,477 | Add 30.69% | 6,290 | $275.17 |
| Q1 2023 | -250 | Reduce 4.94% | 4,813 | $244.35 |
| Q4 2022 | +5,063 | New Buy | 5,063 | $214.24 |
Jefferies Group's iShares Russell 1000 Growth ETF Investment FAQs
Jefferies Group first purchased iShares Russell 1000 Growth ETF (IWF) in Q4 2022, acquiring 5,063 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 Growth ETF (IWF) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to iShares Russell 1000 Growth ETF (IWF) was in Q4 2022, adding 5,063 shares worth $1.08 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 8,994 shares of iShares Russell 1000 Growth ETF (IWF), valued at approximately $4.26 M.
As of the Q4 2025 filing, iShares Russell 1000 Growth ETF (IWF) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in iShares Russell 1000 Growth ETF (IWF) was 10,425 shares, as reported at the end of Q4 2023.