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
2020
Q1 		– Sell
-3,600
Closed -$292K – 10524
2019
Q4 		$292K Buy
3,600
+400
+13% +$31.9K ﹤0.01% 8072
2019
Q3 		$261K Sell
3,200
-4,800
-60% -$373K ﹤0.01% 8604
2019
Q2 		$603K Sell
8,000
-2,800
-26% -$208K ﹤0.01% 6873
2019
Q1 		$795K Buy
+10,800
New +$762K ﹤0.01% 5444
2018
Q2 		– Sell
-6,800
Closed -$433K – 9944
2018
Q1 		$433K Buy
+6,800
New +$428K ﹤0.01% 6925
2017
Q3 		– Sell
-5,000
Closed -$325K – 9173
2017
Q2 		$325K Buy
+5,000
New +$329K ﹤0.01% 7437
2016
Q4 		– Sell
-17,000
Closed -$1.04M – 9815
2016
Q3 		$1.04M Buy
17,000
+9,600
+130% +$609K ﹤0.01% 4731
2016
Q2 		$486K Buy
7,400
+3,600
+95% +$222K ﹤0.01% 6180
2016
Q1 		$235K Buy
+3,800
New +$219K ﹤0.01% 7691
2015
Q3 		– Sell
-17,200
Closed -$891K – 9838
2015
Q2 		$891K Buy
17,200
+13,600
+378% +$747K ﹤0.01% 6461
2015
Q1 		$201K Sell
3,600
-20,400
-85% -$1.18M ﹤0.01% 8629
2014
Q4 		$1.42M Buy
24,000
+19,200
+400% +$1.09M ﹤0.01% 5142
2014
Q3 		$253K Sell
4,800
-2,200
-31% -$117K ﹤0.01% 8285
2014
Q2 		$390K Buy
+7,000
New +$374K ﹤0.01% 7933
2014
Q1 		– Sell
-13,600
Closed -$652K – 9126
2013
Q4 		$652K Buy
+13,600
New +$654K ﹤0.01% 6273
2013
Q3 		– Sell
-5,600
Closed -$265K – 8559
2013
Q2 		$265K Buy
+5,600
New +$273K ﹤0.01% 7012

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.