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Jeff Yass’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Jeff Yass’s Portfolio IVVB Stock Details IVVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.68M Buy
77,507
+11,859
+18% +$403K ﹤0.01% 5857
2026
Q1 		$2.1M Buy
65,648
+8,684
+15% +$287K ﹤0.01% 6066
2025
Q4 		$1.88M Buy
56,964
+1,160
+2% +$38.4K ﹤0.01% 5788
2025
Q3 		$1.83M Buy
55,804
+16,480
+42% +$525K ﹤0.01% 5981
2025
Q2 		$1.22M Sell
39,324
-28,024
-42% -$835K ﹤0.01% 6928
2025
Q1 		$1.97M Buy
67,348
+22,859
+51% +$699K ﹤0.01% 5579
2024
Q4 		$1.36M Buy
44,489
+22,151
+99% +$683K ﹤0.01% 6198
2024
Q3 		$676K Buy
22,338
+214
+1% +$6.23K ﹤0.01% 7740
2024
Q2 		$634K Sell
22,124
-10,948
-33% -$303K ﹤0.01% 7696
2024
Q1 		$914K Buy
33,072
+21,417
+184% +$575K ﹤0.01% 7122
2023
Q4 		$303K Sell
11,655
-4,090
-26% -$103K ﹤0.01% 9823
2023
Q3 		$385K Buy
+15,745
New +$399K ﹤0.01% 8819

Other funds holding IVVB

WCP
Wick Capital Partners Wayne, Pennsylvania $663M AUM 22.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jeff Yass's IVVB Position: Q2 2026 in Review

Jeff Yass increased its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) stake by 18% in Q2 2026, buying an estimated $403K and bringing the position to 77,507 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #5857.

Jeff Yass first reported a position in IVVB in Q3 2023 and has held it in 12 quarters since. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • Jeff Yass held 77,507 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $2.68M as of Q2 2026.
  • Jeff Yass bought 11,859 iShares Large Cap Deep Quarterly Laddered ETF shares in Q2 2026, an estimated $403K.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5857 holding.
  • Jeff Yass first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q3 2023 and has held it in 12 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

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