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

Jeff Yass’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,700	Closed	-$350K	–	12930
2025 Q3	$350K	Buy	+2,700	New	+$346K	﹤0.01%	9764
2024 Q4	–	Sell	-2,000	Closed	-$247K	–	12662
2024 Q3	$247K	Buy	+2,000	New	+$238K	﹤0.01%	10039
2024 Q1	–	Sell	-3,200	Closed	-$365K	–	12701
2023 Q4	$365K	Sell	3,200 -300	-9%	-$30.9K	﹤0.01%	9401
2023 Q3	$353K	Buy	+3,500	New	+$374K	﹤0.01%	9007
2023 Q2	–	Sell	-5,300	Closed	-$545K	–	12565
2023 Q1	$545K	Buy	+5,300	New	+$566K	﹤0.01%	8374
2022 Q2	–	Sell	-1,900	Closed	-$208K	–	13365
2022 Q1	$208K	Buy	+1,900	New	+$205K	﹤0.01%	11149
2018 Q3	–	Sell	-4,200	Closed	-$340K	–	9681
2018 Q2	$340K	Buy	4,200 +1,200	+40%	+$96K	﹤0.01%	7593
2018 Q1	$232K	Sell	3,000 -12,200	-80%	-$967K	﹤0.01%	8080
2017 Q4	$1.22M	Buy	15,200 +11,200	+280%	+$874K	﹤0.01%	4851
2017 Q3	$305K	Sell	4,000 -2,000	-33%	-$148K	﹤0.01%	7357
2017 Q2	$446K	Buy	+6,000	New	+$443K	﹤0.01%	6854
2016 Q4	–	Sell	-7,200	Closed	-$479K	–	9826
2016 Q3	$479K	Hold	7,200	–	–	﹤0.01%	6135
2016 Q2	$461K	Buy	7,200 +2,800	+64%	+$176K	﹤0.01%	6267
2016 Q1	$273K	Buy	+4,400	New	+$249K	﹤0.01%	7418
2015 Q2	–	Sell	-6,600	Closed	-$432K	–	10246
2015 Q1	$432K	Sell	6,600 -600	-8%	-$38.6K	﹤0.01%	7353
2014 Q4	$460K	Buy	7,200 +3,800	+112%	+$236K	﹤0.01%	7373
2014 Q3	$205K	Buy	+3,400	New	+$212K	﹤0.01%	8635
2014 Q2	–	Sell	-6,600	Closed	-$397K	–	9926
2014 Q1	$397K	Buy	6,600 +600	+10%	+$35.1K	﹤0.01%	7126
2013 Q4	$349K	Buy	+6,000	New	+$338K	﹤0.01%	7325

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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.