Jefferies Group's IYW Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 3,044 shares of iShares U.S. Technology ETF (IYW) worth $596,198, representing 0.00% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, Jefferies Group has maintained this position in IYW for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2024, adding 577 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's iShares US Technology ETF (IYW) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares US Technology ETF (IYW) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2024 | +1,489 | New Buy | 1,489 | $151.62 |
| Q4 2024 | +577 | Add 38.75% | 2,066 | $159.52 |
| Q1 2025 | +281 | Add 13.60% | 2,347 | $140.44 |
| Q2 2025 | +195 | Add 8.31% | 2,542 | $173.27 |
| Q3 2025 | +502 | Add 19.75% | 3,044 | $195.86 |
Jefferies Group's iShares US Technology ETF Investment FAQs
Jefferies Group first purchased iShares U.S. Technology ETF (IYW) in Q3 2024, acquiring 1,489 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 U.S. Technology ETF (IYW) for 5 quarters since Q3 2024.
Jefferies Group's largest addition to iShares U.S. Technology ETF (IYW) was in Q3 2024, adding 1,489 shares worth $225,762.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 3,044 shares of iShares U.S. Technology ETF (IYW), valued at approximately $596,198.
As of the Q3 2025 filing, iShares U.S. Technology ETF (IYW) 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 U.S. Technology ETF (IYW) was 3,044 shares, as reported at the end of Q3 2025.