JY
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Jeff Yass’s iShares US Utilities ETF IDU Stock Holding History

Jeff Yass’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,400
Closed -$372K – 12575
2024
Q1 		$372K Buy
+4,400
New +$351K ﹤0.01% 9202
2022
Q4 		– Sell
-3,000
Closed -$243K – 12978
2022
Q3 		$243K Buy
+3,000
New +$270K ﹤0.01% 10336
2022
Q2 		– Sell
-4,000
Closed -$364K – 13348
2022
Q1 		$364K Buy
4,000
+1,500
+60% +$128K ﹤0.01% 9778
2021
Q4 		$221K Buy
+2,500
New +$209K ﹤0.01% 11231
2021
Q2 		– Sell
-6,100
Closed -$485K – 12868
2021
Q1 		$485K Sell
6,100
-500
-8% -$38.5K ﹤0.01% 9538
2020
Q4 		$512K Sell
6,600
-30,800
-82% -$2.4M ﹤0.01% 8241
2020
Q3 		$2.73M Sell
37,400
-42,200
-53% -$3.1M ﹤0.01% 4038
2020
Q2 		$5.58M Buy
79,600
+75,000
+1,630% +$5.37M ﹤0.01% 2859
2020
Q1 		$318K Sell
4,600
-6,800
-60% -$543K ﹤0.01% 7862
2019
Q4 		$924K Sell
11,400
-5,600
-33% -$446K ﹤0.01% 5679
2019
Q3 		$1.38M Sell
17,000
-2,200
-11% -$171K ﹤0.01% 4998
2019
Q2 		$1.45M Buy
19,200
+4,000
+26% +$297K ﹤0.01% 4861
2019
Q1 		$1.12M Buy
15,200
+8,000
+111% +$564K ﹤0.01% 4825
2018
Q4 		$483K Sell
7,200
-7,600
-51% -$523K ﹤0.01% 6106
2018
Q3 		$992K Sell
14,800
-1,000
-6% -$67.5K ﹤0.01% 5225
2018
Q2 		$1.04M Buy
15,800
+5,000
+46% +$319K ﹤0.01% 5261
2018
Q1 		$688K Buy
10,800
+200
+2% +$12.6K ﹤0.01% 5991
2017
Q4 		$704K Buy
10,600
+1,400
+15% +$96.3K ﹤0.01% 5930
2017
Q3 		$611K Buy
9,200
+6,000
+188% +$403K ﹤0.01% 6173
2017
Q2 		$208K Sell
3,200
-12,800
-80% -$841K ﹤0.01% 8223
2017
Q1 		$1.03M Buy
16,000
+200
+1% +$12.5K ﹤0.01% 5072
2016
Q4 		$962K Sell
15,800
-37,800
-71% -$2.26M ﹤0.01% 5616
2016
Q3 		$3.29M Buy
53,600
+26,800
+100% +$1.7M ﹤0.01% 2768
2016
Q2 		$1.76M Sell
26,800
-4,600
-15% -$284K ﹤0.01% 3800
2016
Q1 		$1.94M Buy
31,400
+19,600
+166% +$1.13M ﹤0.01% 3826
2015
Q4 		$636K Sell
11,800
-5,400
-31% -$293K ﹤0.01% 6322
2015
Q3 		$928K Sell
17,200
-7,800
-31% -$419K ﹤0.01% 5914
2015
Q2 		$1.3M Buy
25,000
+600
+2% +$33K ﹤0.01% 5643
2015
Q1 		$1.36M Sell
24,400
-4,200
-15% -$244K ﹤0.01% 5128
2014
Q4 		$1.69M Buy
28,600
+19,800
+225% +$1.12M ﹤0.01% 4780
2014
Q3 		$463K Sell
8,800
-4,600
-34% -$245K ﹤0.01% 7348
2014
Q2 		$746K Buy
13,400
+8,800
+191% +$470K ﹤0.01% 6674
2014
Q1 		$240K Sell
4,600
-2,200
-32% -$109K ﹤0.01% 7953
2013
Q4 		$326K Sell
6,800
-6,800
-50% -$327K ﹤0.01% 7449
2013
Q3 		$638K Sell
13,600
-19,600
-59% -$938K ﹤0.01% 6045
2013
Q2 		$1.57M Buy
+33,200
New +$1.62M ﹤0.01% 4289

Other funds holding IDU

DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jeff Yass's IDU Position: Q2 2026 in Review

Jeff Yass increased its iShares US Utilities ETF (IDU) stake by 220% in Q2 2026, buying an estimated $7.58M and bringing the position to 96,376 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #3240.

Jeff Yass first reported a position in IDU in Q2 2013 and has held it in 48 quarters since. 287 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

  • Jeff Yass held 96,376 shares of iShares US Utilities ETF worth $11M as of Q2 2026.
  • Jeff Yass bought 66,214 iShares US Utilities ETF shares in Q2 2026, an estimated $7.58M.
  • iShares US Utilities ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3240 holding.
  • Jeff Yass first reported a position in iShares US Utilities ETF in Q2 2013 and has held it in 48 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.