Jeff Yass’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.6M Buy
+71,459
New +$10.1M ﹤0.01% 3324
2025
Q4
Sell
-27,839
Closed -$3.61M 12929
2025
Q3
$3.61M Sell
27,839
-1,015
-4% -$130K ﹤0.01% 4632
2025
Q2
$3.57M Sell
28,854
-1,399
-5% -$165K ﹤0.01% 4629
2025
Q1
$3.62M Buy
30,253
+13,115
+77% +$1.64M ﹤0.01% 4285
2024
Q4
$2.14M Buy
17,138
+8,746
+104% +$1.12M ﹤0.01% 5165
2024
Q3
$1.04M Sell
8,392
-36,584
-81% -$4.35M ﹤0.01% 6709
2024
Q2
$5.1M Buy
44,976
+30,990
+222% +$3.53M ﹤0.01% 3404
2024
Q1
$1.65M Sell
13,986
-37,086
-73% -$4.18M ﹤0.01% 5772
2023
Q4
$5.82M Buy
51,072
+14,285
+39% +$1.47M ﹤0.01% 3455
2023
Q3
$3.71M Buy
36,787
+7,755
+27% +$829K ﹤0.01% 4034
2023
Q2
$3.11M Buy
29,032
+9,362
+48% +$951K ﹤0.01% 4304
2023
Q1
$2.02M Buy
19,670
+15,340
+354% +$1.64M ﹤0.01% 5117
2022
Q4
$436K Sell
4,330
-21,358
-83% -$2.13M ﹤0.01% 8224
2022
Q3
$2.31M Buy
+25,688
New +$2.56M ﹤0.01% 4626
2022
Q2
Sell
-48,838
Closed -$5.36M 13364
2022
Q1
$5.36M Buy
48,838
+12,748
+35% +$1.38M ﹤0.01% 3525
2021
Q4
$3.99M Buy
36,090
+25,252
+233% +$2.75M ﹤0.01% 4128
2021
Q3
$1.12M Sell
10,838
-49,805
-82% -$5.23M ﹤0.01% 7267
2021
Q2
$6.39M Buy
60,643
+39,843
+192% +$4.26M ﹤0.01% 3583
2021
Q1
$2.12M Sell
20,800
-1,373
-6% -$131K ﹤0.01% 5792
2020
Q4
$1.91M Sell
22,173
-25,611
-54% -$2.01M ﹤0.01% 5197
2020
Q3
$3.22M Sell
47,784
-7,802
-14% -$539K ﹤0.01% 3733
2020
Q2
$3.69M Sell
55,586
-176,366
-76% -$11.1M ﹤0.01% 3459
2020
Q1
$12.7M Buy
231,952
+225,260
+3,366% +$16.9M ﹤0.01% 1521
2019
Q4
$571K Sell
6,692
-40,134
-86% -$3.3M ﹤0.01% 6704
2019
Q3
$3.74M Buy
46,826
+16,776
+56% +$1.32M ﹤0.01% 3144
2019
Q2
$2.4M Buy
30,050
+13,180
+78% +$1.05M ﹤0.01% 3829
2019
Q1
$1.32M Sell
16,870
-23,984
-59% -$1.86M ﹤0.01% 4462
2018
Q4
$2.83M Buy
+40,854
New +$3.12M ﹤0.01% 3030
2018
Q2
Sell
-88,232
Closed -$7.06M 9963
2018
Q1
$6.82M Buy
+88,232
New +$7M ﹤0.01% 2168
2017
Q4
Sell
-33,104
Closed -$2.58M 9556
2017
Q3
$2.53M Buy
33,104
+22,512
+213% +$1.67M ﹤0.01% 3498
2017
Q2
$787K Sell
10,592
-40,786
-79% -$3.01M ﹤0.01% 5768
2017
Q1
$3.81M Buy
+51,378
New +$3.81M ﹤0.01% 2667
2016
Q4
Sell
-21,630
Closed -$1.5M 9825
2016
Q3
$1.44M Sell
21,630
-39,250
-64% -$2.59M ﹤0.01% 4127
2016
Q2
$3.9M Buy
+60,880
New +$3.83M ﹤0.01% 2547
2015
Q3
Sell
-3,600
Closed -$220K 9850
2015
Q2
$232K Sell
3,600
-74,784
-95% -$4.94M ﹤0.01% 9031
2015
Q1
$5.13M Buy
+78,384
New +$5.04M ﹤0.01% 2703
2014
Q4
Sell
-12,532
Closed -$777K 9834
2014
Q3
$754K Buy
12,532
+1,608
+15% +$100K ﹤0.01% 6473
2014
Q2
$693K Sell
10,924
-84,564
-89% -$5.15M ﹤0.01% 6827
2014
Q1
$5.75M Buy
95,488
+60,700
+174% +$3.56M ﹤0.01% 2701
2013
Q4
$2.02M Sell
34,788
-125,052
-78% -$7.04M ﹤0.01% 4250
2013
Q3
$8.63M Sell
159,840
-8,412
-5% -$449K ﹤0.01% 2046
2013
Q2
$8.52M Buy
+168,252
New +$8.51M ﹤0.01% 1978

Other funds holding IJJ

Jeff Yass's IJJ Position: Q2 2026 in Review

Jeff Yass opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 71,459 shares worth $10.6M. The stake represents ﹤0.01% of the portfolio and ranks #3324 among its holdings. This is a return to the name: Jeff Yass previously reported a position in IJJ as recently as Q3 2025.

Jeff Yass first reported a position in IJJ in Q2 2013 and has held it in 42 quarters since. The position peaked at $12.7M in Q1 2020. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Jeff Yass held 71,459 shares of iShares S&P Mid-Cap 400 Value ETF worth $10.6M as of Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF was a new Jeff Yass position in Q2 2026.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3324 holding.
  • Jeff Yass first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 42 quarters since.
  • Jeff Yass's iShares S&P Mid-Cap 400 Value ETF position peaked at $12.7M in Q1 2020.
  • 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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