JY
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Jeff Yass’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Jeff Yass’s Portfolio IVLU Stock Details IVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-118,569
Closed -$4.7M – 13955
2026
Q1 		$4.7M Buy
+118,569
New +$4.79M ﹤0.01% 4345
2024
Q3 		– Sell
-53,250
Closed -$1.46M – 12494
2024
Q2 		$1.46M Buy
+53,250
New +$1.5M ﹤0.01% 5736
2023
Q4 		– Sell
-8,616
Closed -$219K – 12827
2023
Q3 		$219K Buy
+8,616
New +$222K ﹤0.01% 10037
2023
Q2 		– Sell
-26,687
Closed -$662K – 12605
2023
Q1 		$662K Buy
+26,687
New +$655K ﹤0.01% 7875
2022
Q3 		– Sell
-73,282
Closed -$1.63M – 13652
2022
Q2 		$1.63M Buy
+73,282
New +$1.77M ﹤0.01% 5351
2021
Q3 		– Sell
-68,999
Closed -$1.78M – 13144
2021
Q2 		$1.78M Sell
68,999
-33,232
-33% -$870K ﹤0.01% 6183
2021
Q1 		$2.58M Buy
102,231
+53,208
+109% +$1.3M ﹤0.01% 5305
2020
Q4 		$1.12M Buy
49,023
+24,381
+99% +$518K ﹤0.01% 6465
2020
Q3 		$482K Buy
+24,642
New +$492K ﹤0.01% 7752
2019
Q4 		– Sell
-77,539
Closed -$1.77M – 10156
2019
Q3 		$1.77M Buy
+77,539
New +$1.74M ﹤0.01% 4461
2018
Q3 		– Sell
-68,005
Closed -$1.7M – 9701
2018
Q2 		$1.7M Buy
+68,005
New +$1.79M ﹤0.01% 4298
2018
Q1 		– Sell
-17,077
Closed -$451K – 9738
2017
Q4 		$451K Sell
17,077
-63,235
-79% -$1.64M ﹤0.01% 6837
2017
Q3 		$2.03M Sell
80,312
-24,801
-24% -$615K ﹤0.01% 3879
2017
Q2 		$2.54M Buy
+105,113
New +$2.51M ﹤0.01% 3460

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Jeff Yass's IVLU Position: Q2 2026 in Review

Jeff Yass sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026, closing a stake of 118,569 shares — an estimated $4.7M sold.

Jeff Yass first reported a position in IVLU in Q2 2017 and held it in 14 quarters. The position peaked at $4.7M in Q1 2026. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Jeff Yass reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 118,569 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $4.7M.
  • Jeff Yass first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2017 and held it in 14 quarters.
  • Jeff Yass's iShares MSCI Intl Value Factor ETF position peaked at $4.7M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

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