Jefferies Group's IWP Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 2,945 shares of iShares Russell Mid-Cap Growth ETF (IWP) worth $403,288, representing 0.00% 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 IWP, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 12,243 shares. Largest reduction occurred in Q2 2025, reducing 32,574 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares Russell Mid-Cap Growth ETF (IWP) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell Mid-Cap Growth ETF (IWP) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2,272 | Reduce 43.55% | 2,945 | $136.94 |
| Q3 2025 | +5,217 | New Buy | 5,217 | $142.41 |
| Q2 2025 | -32,574 | Sold Out | 0 | $0.00 |
| Q1 2025 | -4,980 | Reduce 13.26% | 32,574 | $117.49 |
| Q4 2024 | +364 | Add 0.98% | 37,554 | $126.75 |
| Q3 2024 | -1,462 | Reduce 3.78% | 37,190 | $117.29 |
| Q2 2024 | +409 | Add 1.07% | 38,652 | $110.35 |
| Q1 2024 | -3,254 | Reduce 7.84% | 38,243 | $114.14 |
| Q4 2023 | -10,705 | Reduce 20.51% | 41,497 | $104.46 |
| Q3 2023 | +8,193 | Add 18.62% | 52,202 | $91.35 |
| Q2 2023 | +12,243 | Add 38.54% | 44,009 | $96.63 |
| Q1 2023 | -4,978 | Reduce 13.55% | 31,766 | $91.05 |
| Q4 2022 | +36,744 | New Buy | 36,744 | $83.60 |
Jefferies Group's iShares Russell Mid-Cap Growth ETF Investment FAQs
Jefferies Group first purchased iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2022, acquiring 36,744 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 Mid-Cap Growth ETF (IWP) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to iShares Russell Mid-Cap Growth ETF (IWP) was in Q4 2022, adding 36,744 shares worth $3.07 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 2,945 shares of iShares Russell Mid-Cap Growth ETF (IWP), valued at approximately $403,288.
As of the Q4 2025 filing, iShares Russell Mid-Cap Growth ETF (IWP) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in iShares Russell Mid-Cap Growth ETF (IWP) was 52,202 shares, as reported at the end of Q3 2023.