Jeff Yass’s iShares LifePath Target Date 2050 ETF ITDF Stock Holding History

Jeff Yass’s Portfolio ITDF Stock Details ITDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2M	Buy	+28,977	New	+$1.17M	﹤0.01%	7729
2026 Q1	–	Sell	-9,176	Closed	-$341K	–	13616
2025 Q4	$341K	Sell	9,176 -4,920	-35%	-$183K	﹤0.01%	9643
2025 Q3	$518K	Buy	14,096 +3,107	+28%	+$110K	﹤0.01%	8866
2025 Q2	$376K	Buy	+10,989	New	+$350K	﹤0.01%	9839
2025 Q1	–	Sell	-7,333	Closed	-$229K	–	12964
2024 Q4	$229K	Buy	+7,333	New	+$236K	﹤0.01%	10415
2024 Q3	–	Sell	-11,441	Closed	-$344K	–	12487
2024 Q2	$344K	Buy	+11,441	New	+$335K	﹤0.01%	9148

Other funds holding ITDF

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return

10Elms LLP Tulsa, Oklahoma $236M AUM 18.53% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Jeff Yass's ITDF Position: Q2 2026 in Review

Jeff Yass opened a new position in iShares LifePath Target Date 2050 ETF (ITDF) in Q2 2026: 28,977 shares worth $1.2M. The stake represents ﹤0.01% of the portfolio and ranks #7729 among its holdings. This is a return to the name: Jeff Yass previously reported a position in ITDF as recently as Q4 2025.

Jeff Yass first reported a position in ITDF in Q2 2024 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold ITDF as of Q2 2026.

Jeff Yass held 28,977 shares of iShares LifePath Target Date 2050 ETF worth $1.2M as of Q2 2026.
iShares LifePath Target Date 2050 ETF was a new Jeff Yass position in Q2 2026.
iShares LifePath Target Date 2050 ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7729 holding.
Jeff Yass first reported a position in iShares LifePath Target Date 2050 ETF in Q2 2024 and has held it in 6 quarters since.
9 funds tracked by Wall St. Rank held iShares LifePath Target Date 2050 ETF as of Q2 2026.

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