Jefferies Group's IWR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 4,740 shares of iShares Russell Midcap ETF (IWR) worth $457,647, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in IWR, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 137 shares. Largest reduction occurred in Q1 2025, reducing 137 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares Russell Midcap ETF (IWR) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell Midcap ETF (IWR) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +4,752 | New Buy | 4,752 | $67.45 |
| Q1 2023 | -12 | Reduce 0.25% | 4,740 | $69.92 |
| Q4 2024 | +137 | Add 2.89% | 4,877 | $88.40 |
| Q1 2025 | -137 | Reduce 2.81% | 4,740 | $85.07 |
Jefferies Group's iShares Russell Midcap ETF Investment FAQs
Jefferies Group first purchased iShares Russell Midcap ETF (IWR) in Q4 2022, acquiring 4,752 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 Midcap ETF (IWR) for 12 quarters since Q4 2022.
Jefferies Group's largest addition to iShares Russell Midcap ETF (IWR) was in Q4 2022, adding 4,752 shares worth $320,522.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 4,740 shares of iShares Russell Midcap ETF (IWR), valued at approximately $457,647.
As of the Q3 2025 filing, iShares Russell Midcap ETF (IWR) 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 Midcap ETF (IWR) was 4,877 shares, as reported at the end of Q4 2024.