JY
ITDI icon

Jeff Yass’s iShares LifePath Target Date 2065 ETF ITDI Stock Holding History

Jeff Yass’s Portfolio ITDI Stock Details ITDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$656K Buy
15,561
+8,010
+106% +$327K ﹤0.01% 9268
2026
Q1 		$280K Sell
7,551
-12,682
-63% -$487K ﹤0.01% 11035
2025
Q4 		$761K Buy
20,233
+9,801
+94% +$368K ﹤0.01% 7823
2025
Q3 		$387K Sell
10,432
-6,182
-37% -$220K ﹤0.01% 9556
2025
Q2 		$573K Buy
16,614
+8,311
+100% +$266K ﹤0.01% 8855
2025
Q1 		$258K Buy
+8,303
New +$265K ﹤0.01% 10411

Other funds holding ITDI

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Jeff Yass's ITDI Position: Q2 2026 in Review

Jeff Yass increased its iShares LifePath Target Date 2065 ETF (ITDI) stake by 106% in Q2 2026, buying an estimated $327K and bringing the position to 15,561 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #9268.

Jeff Yass first reported a position in ITDI in Q1 2025 and has held it in 6 quarters since. The position peaked at $761K in Q4 2025. 6 funds tracked by Wall St. Rank hold ITDI as of Q2 2026.

  • Jeff Yass held 15,561 shares of iShares LifePath Target Date 2065 ETF worth $656K as of Q2 2026.
  • Jeff Yass bought 8,010 iShares LifePath Target Date 2065 ETF shares in Q2 2026, an estimated $327K.
  • iShares LifePath Target Date 2065 ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9268 holding.
  • Jeff Yass first reported a position in iShares LifePath Target Date 2065 ETF in Q1 2025 and has held it in 6 quarters since.
  • Jeff Yass's iShares LifePath Target Date 2065 ETF position peaked at $761K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held iShares LifePath Target Date 2065 ETF as of Q2 2026.

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