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Jeff Yass’s iShares Russell 1000 Value ETF IWD Stock Holding History

Jeff Yass’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.9M Sell
73,700
-15,400
-17% -$3.59M ﹤0.01% 2598
2026
Q1 		$19M Sell
89,100
-30,600
-26% -$6.7M ﹤0.01% 2284
2025
Q4 		$25.2M Buy
119,700
+49,000
+69% +$10.1M ﹤0.01% 1974
2025
Q3 		$14.4M Sell
70,700
-31,700
-31% -$6.31M ﹤0.01% 2555
2025
Q2 		$19.9M Sell
102,400
-75,900
-43% -$14.1M ﹤0.01% 2016
2025
Q1 		$33.5M Sell
178,300
-66,800
-27% -$12.7M 0.01% 1290
2024
Q4 		$45.4M Buy
245,100
+82,900
+51% +$15.9M 0.01% 1201
2024
Q3 		$30.8M Sell
162,200
-19,700
-11% -$3.59M 0.01% 1447
2024
Q2 		$31.7M Buy
181,900
+45,500
+33% +$7.96M 0.01% 1311
2024
Q1 		$24.4M Sell
136,400
-131,900
-49% -$22.3M ﹤0.01% 1582
2023
Q4 		$44.3M Buy
268,300
+88,200
+49% +$13.6M 0.01% 1116
2023
Q3 		$27.3M Sell
180,100
-237,300
-57% -$37.6M 0.01% 1465
2023
Q2 		$65.9M Buy
417,400
+256,500
+159% +$39.2M 0.01% 824
2023
Q1 		$24.5M Buy
160,900
+98,000
+156% +$15.1M 0.01% 1501
2022
Q4 		$9.54M Sell
62,900
-5,400
-8% -$808K ﹤0.01% 2330
2022
Q3 		$9.29M Sell
68,300
-315,200
-82% -$47.4M ﹤0.01% 2256
2022
Q2 		$55.6M Buy
383,500
+266,000
+226% +$41.6M 0.01% 795
2022
Q1 		$19.5M Sell
117,500
-49,500
-30% -$8.13M ﹤0.01% 1751
2021
Q4 		$28M Sell
167,000
-2,100
-1% -$344K ﹤0.01% 1529
2021
Q3 		$26.5M Sell
169,100
-238,700
-59% -$38.3M ﹤0.01% 1702
2021
Q2 		$64.7M Sell
407,800
-21,800
-5% -$3.45M 0.01% 1018
2021
Q1 		$65.1M Buy
429,600
+386,800
+904% +$56M 0.01% 937
2020
Q4 		$5.85M Sell
42,800
-198,400
-82% -$25.4M ﹤0.01% 3192
2020
Q3 		$28.5M Buy
241,200
+122,100
+103% +$14.5M 0.01% 1201
2020
Q2 		$13.4M Buy
119,100
+13,700
+13% +$1.51M ﹤0.01% 1820
2020
Q1 		$10.5M Buy
105,400
+28,600
+37% +$3.56M ﹤0.01% 1692
2019
Q4 		$10.5M Buy
76,800
+35,900
+88% +$4.73M ﹤0.01% 2033
2019
Q3 		$5.25M Sell
40,900
-34,300
-46% -$4.36M ﹤0.01% 2661
2019
Q2 		$9.57M Buy
75,200
+8,600
+13% +$1.08M ﹤0.01% 1929
2019
Q1 		$8.22M Buy
66,600
+2,700
+4% +$324K ﹤0.01% 1932
2018
Q4 		$7.1M Sell
63,900
-39,200
-38% -$4.7M ﹤0.01% 1910
2018
Q3 		$13.1M Buy
103,100
+72,100
+233% +$9.06M ﹤0.01% 1699
2018
Q2 		$3.76M Sell
31,000
-25,100
-45% -$3.05M ﹤0.01% 3079
2018
Q1 		$6.73M Buy
56,100
+18,600
+50% +$2.32M ﹤0.01% 2180
2017
Q4 		$4.66M Buy
37,500
+5,500
+17% +$666K ﹤0.01% 2613
2017
Q3 		$3.79M Buy
32,000
+10,600
+50% +$1.24M ﹤0.01% 2886
2017
Q2 		$2.49M Sell
21,400
-900
-4% -$104K ﹤0.01% 3489
2017
Q1 		$2.56M Sell
22,300
-11,000
-33% -$1.26M ﹤0.01% 3282
2016
Q4 		$3.73M Sell
33,300
-155,700
-82% -$16.8M ﹤0.01% 2893
2016
Q3 		$20M Sell
189,000
-32,800
-15% -$3.46M 0.01% 1019
2016
Q2 		$22.9M Buy
221,800
+76,700
+53% +$7.74M 0.01% 891
2016
Q1 		$14.3M Buy
145,100
+90,200
+164% +$8.45M 0.01% 1233
2015
Q4 		$5.37M Buy
54,900
+22,600
+70% +$2.24M ﹤0.01% 2444
2015
Q3 		$3.01M Buy
32,300
+7,200
+29% +$715K ﹤0.01% 3491
2015
Q2 		$2.59M Buy
25,100
+5,800
+30% +$608K ﹤0.01% 4147
2015
Q1 		$1.99M Sell
19,300
-1,200
-6% -$124K ﹤0.01% 4339
2014
Q4 		$2.14M Sell
20,500
-18,300
-47% -$1.87M ﹤0.01% 4346
2014
Q3 		$3.88M Sell
38,800
-6,300
-14% -$638K ﹤0.01% 3421
2014
Q2 		$4.57M Buy
45,100
+6,100
+16% +$598K ﹤0.01% 3243
2014
Q1 		$3.76M Buy
39,000
+12,200
+46% +$1.14M ﹤0.01% 3302
2013
Q4 		$2.52M Sell
26,800
-2,200
-8% -$199K ﹤0.01% 3899
2013
Q3 		$2.5M Sell
29,000
-11,600
-29% -$1.01M ﹤0.01% 3756
2013
Q2 		$3.4M Buy
+40,600
New +$3.38M ﹤0.01% 3121

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Jeff Yass's IWD Position: Q2 2026 in Review

Jeff Yass opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 4,601 shares worth $1.12M. The stake represents ﹤0.01% of the portfolio and ranks #7916 among its holdings. This is a return to the name: Jeff Yass previously reported a position in IWD as recently as Q4 2025.

Jeff Yass first reported a position in IWD in Q2 2013 and has held it in 40 quarters since. The position peaked at $45M in Q2 2013. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Jeff Yass held 4,601 shares of iShares Russell 1000 Value ETF worth $1.12M as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Jeff Yass position in Q2 2026.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7916 holding.
  • Jeff Yass first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 40 quarters since.
  • Jeff Yass's iShares Russell 1000 Value ETF position peaked at $45M in Q2 2013.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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