Jeff Yass
IQSM icon

Jeff Yass’s NYLIM Candriam U.S. Mid Cap Equity ETF IQSM Stock Holding History

Jeff Yass’s Portfolio IQSM Stock Details IQSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-24,576
Closed -$853K – 13946
2026
Q1 		$853K Buy
24,576
+15,005
+157% +$538K ﹤0.01% 8301
2025
Q4 		$331K Sell
9,571
-662
-6% -$22.7K ﹤0.01% 9724
2025
Q3 		$347K Buy
+10,233
New +$342K ﹤0.01% 9788
2024
Q4 		– Sell
-21,803
Closed -$717K – 12684
2024
Q3 		$717K Buy
+21,803
New +$685K ﹤0.01% 7589

Other funds holding IQSM

New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Seeds Investor
Seeds Investor New York $1B AUM 28.17% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jeff Yass's IQSM Position: Q2 2026 in Review

Jeff Yass sold out of NYLIM Candriam U.S. Mid Cap Equity ETF (IQSM) in Q2 2026, closing a stake of 24,576 shares — an estimated $853K sold.

Jeff Yass first reported a position in IQSM in Q3 2024 and held it in 4 quarters. The position peaked at $853K in Q1 2026. 7 funds tracked by Wall St. Rank hold IQSM as of Q2 2026.

  • Jeff Yass reported no remaining NYLIM Candriam U.S. Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 24,576 NYLIM Candriam U.S. Mid Cap Equity ETF shares in Q2 2026, an estimated $853K.
  • Jeff Yass first reported a position in NYLIM Candriam U.S. Mid Cap Equity ETF in Q3 2024 and held it in 4 quarters.
  • Jeff Yass's NYLIM Candriam U.S. Mid Cap Equity ETF position peaked at $853K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Mid Cap Equity ETF as of Q2 2026.

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