Jefferies Group's IWN Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 8,229 shares of iShares Russell 2000 Value ETF (IWN) worth $1.82 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this short-term holding has been held for 6 quarters.
Based on 13F filings, Jefferies Group has maintained this position in IWN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2024, adding 15,105 shares. Largest reduction occurred in Q1 2025, reducing 27,014 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares Russell 2000 Value ETF (IWN) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 2000 Value ETF (IWN) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +8,229 | New Buy | 8,229 | $221.20 |
| Q1 2025 | -27,014 | Sold Out | 0 | $0.00 |
| Q4 2024 | +11,909 | Add 78.84% | 27,014 | $164.17 |
| Q3 2024 | +15,105 | New Buy | 15,105 | $166.82 |
| Q1 2023 | -1,886 | Sold Out | 0 | $0.00 |
| Q4 2022 | +1,886 | New Buy | 1,886 | $138.69 |
Jefferies Group's iShares Russell 2000 Value ETF Investment FAQs
Jefferies Group first purchased iShares Russell 2000 Value ETF (IWN) in Q4 2022, acquiring 1,886 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 2000 Value ETF (IWN) for 6 quarters since Q4 2022.
Jefferies Group's largest addition to iShares Russell 2000 Value ETF (IWN) was in Q3 2024, adding 15,105 shares worth $2.52 M.
According to the latest 13F filing for Q2 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 8,229 shares of iShares Russell 2000 Value ETF (IWN), valued at approximately $1.82 M.
As of the Q2 2026 filing, iShares Russell 2000 Value ETF (IWN) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in iShares Russell 2000 Value ETF (IWN) was 27,014 shares, as reported at the end of Q4 2024.