Jeff Yass’s iShares LifePath Target Date 2055 ETF ITDG Stock Holding History

Jeff Yass’s Portfolio ITDG Stock Details ITDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,913	Closed	-$336K	–	13617
2025 Q4	$336K	Buy	+8,913	New	+$335K	﹤0.01%	9689
2025 Q3	–	Sell	-9,206	Closed	-$318K	–	13145
2025 Q2	$318K	Buy	+9,206	New	+$295K	﹤0.01%	10206
2025 Q1	–	Sell	-39,755	Closed	-$1.25M	–	12965
2024 Q4	$1.25M	Buy	+39,755	New	+$1.28M	﹤0.01%	6429
2024 Q3	–	Sell	-10,236	Closed	-$309K	–	12488
2024 Q2	$309K	Buy	+10,236	New	+$301K	﹤0.01%	9377

Other funds holding ITDG

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

CVM

Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

Jeff Yass's ITDG Position: Q1 2026 in Review

Jeff Yass sold out of iShares LifePath Target Date 2055 ETF (ITDG) in Q1 2026, closing a stake of 8,913 shares — an estimated $336K sold.

Jeff Yass first reported a position in ITDG in Q2 2024 and held it in 4 quarters. The position peaked at $1.25M in Q4 2024. 4 funds tracked by Wall St. Rank hold ITDG as of Q1 2026.

Jeff Yass reported no remaining iShares LifePath Target Date 2055 ETF position as of Q1 2026 after selling out during the quarter.
Jeff Yass sold 8,913 iShares LifePath Target Date 2055 ETF shares in Q1 2026, an estimated $336K.
Jeff Yass first reported a position in iShares LifePath Target Date 2055 ETF in Q2 2024 and held it in 4 quarters.
Jeff Yass's iShares LifePath Target Date 2055 ETF position peaked at $1.25M in Q4 2024.
4 funds tracked by Wall St. Rank held iShares LifePath Target Date 2055 ETF as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.