Jefferies Group IWM Holdings History

Number of Shares
565,455.00
Current Holdings Value*
$112.80 Mil
% of Portfolio
1.02%
Total Estimate Gain
$13.58 Mil
% of Total Estimate Gain
2.75%

Jefferies Group's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, Leucadia National held 565,455.00 shares of iShares Russell 2000 ETF(IWM), totaling $112.80 Mil. This investment constitutes 1.02% of their stock portfolio, and Leucadia National now holds 0.19% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2022Q4. And since then Jefferies Group has made 6 purchases of IWM, at an average price of $207.61, for a total of 2.38 Mil shares. In addition, there have been 4 sales at an average price of $212.95 for 1.82 Mil shares. Based on historical transaction data and IWM's current price of $214.47, Jefferies Group's estimated gain on his IWM holdings is $13.58 Mil, reflecting a 2.75% gain to date.

Jefferies Group IWM ($214.47) Holding Chart

Jefferies Group IWM ($214.47) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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