JY
IWL icon

Jeff Yass’s iShares Russell Top 200 ETF IWL Stock Holding History

Jeff Yass’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.72M Sell
47,160
-1,557
-3% -$280K ﹤0.01% 3616
2026
Q1 		$7.82M Buy
48,717
+37,029
+317% +$6.24M ﹤0.01% 3491
2025
Q4 		$1.99M Sell
11,688
-15,566
-57% -$2.63M ﹤0.01% 5671
2025
Q3 		$4.53M Buy
27,254
+10,497
+63% +$1.67M ﹤0.01% 4242
2025
Q2 		$2.57M Sell
16,757
-31,546
-65% -$4.45M ﹤0.01% 5274
2025
Q1 		$6.64M Buy
48,303
+16,371
+51% +$2.38M ﹤0.01% 3145
2024
Q4 		$4.62M Buy
31,932
+23,477
+278% +$3.4M ﹤0.01% 3720
2024
Q3 		$1.19M Buy
8,455
+2,584
+44% +$350K ﹤0.01% 6396
2024
Q2 		$786K Sell
5,871
-36,762
-86% -$4.7M ﹤0.01% 7150
2024
Q1 		$5.42M Sell
42,633
-2,971
-7% -$360K ﹤0.01% 3515
2023
Q4 		$5.25M Buy
45,604
+3,859
+9% +$417K ﹤0.01% 3632
2023
Q3 		$4.32M Sell
41,745
-6,564
-14% -$704K ﹤0.01% 3792
2023
Q2 		$5.15M Buy
48,309
+19,689
+69% +$1.98M ﹤0.01% 3477
2023
Q1 		$2.79M Sell
28,620
-6,596
-19% -$621K ﹤0.01% 4466
2022
Q4 		$3.17M Buy
35,216
+2,863
+9% +$260K ﹤0.01% 3926
2022
Q3 		$2.75M Buy
32,353
+19,390
+150% +$1.83M ﹤0.01% 4259
2022
Q2 		$1.16M Sell
12,963
-32,737
-72% -$3.18M ﹤0.01% 6151
2022
Q1 		$4.94M Buy
45,700
+19,804
+76% +$2.11M ﹤0.01% 3663
2021
Q4 		$2.95M Sell
25,896
-8,709
-25% -$960K ﹤0.01% 4670
2021
Q3 		$3.57M Buy
34,605
+24,162
+231% +$2.56M ﹤0.01% 4595
2021
Q2 		$1.07M Sell
10,443
-12,723
-55% -$1.27M ﹤0.01% 7569
2021
Q1 		$2.19M Sell
23,166
-7,835
-25% -$726K ﹤0.01% 5696
2020
Q4 		$2.8M Buy
31,001
+15,622
+102% +$1.34M ﹤0.01% 4415
2020
Q3 		$1.25M Buy
+15,379
New +$1.23M ﹤0.01% 5587
2020
Q1 		– Sell
-9,937
Closed -$747K – 10556
2019
Q4 		$747K Buy
+9,937
New +$713K ﹤0.01% 6113
2019
Q2 		– Sell
-43,482
Closed -$2.85M – 10525
2019
Q1 		$2.85M Sell
43,482
-1,339
-3% -$84.5K ﹤0.01% 3198
2018
Q4 		$2.62M Buy
+44,821
New +$2.81M ﹤0.01% 3123
2018
Q3 		– Sell
-5,365
Closed -$338K – 9706
2018
Q2 		$338K Sell
5,365
-18,155
-77% -$1.13M ﹤0.01% 7604
2018
Q1 		$1.43M Sell
23,520
-5,432
-19% -$342K ﹤0.01% 4536
2017
Q4 		$1.78M Buy
28,952
+17,690
+157% +$1.06M ﹤0.01% 4120
2017
Q3 		$649K Buy
+11,262
New +$638K ﹤0.01% 6062
2017
Q2 		– Sell
-4,471
Closed -$241K – 9499
2017
Q1 		$241K Sell
4,471
-288
-6% -$15.3K ﹤0.01% 7729
2016
Q4 		$242K Sell
4,759
-23,538
-83% -$1.17M ﹤0.01% 8348
2016
Q3 		$1.4M Sell
28,297
-27,361
-49% -$1.34M ﹤0.01% 4173
2016
Q2 		$2.66M Buy
55,658
+41,771
+301% +$1.98M ﹤0.01% 3109
2016
Q1 		$651K Buy
+13,887
New +$620K ﹤0.01% 5922
2015
Q4 		– Sell
-37,035
Closed -$1.61M – 9673
2015
Q3 		$1.61M Buy
37,035
+25,063
+209% +$1.16M ﹤0.01% 4700
2015
Q2 		$564K Sell
11,972
-30,232
-72% -$1.44M ﹤0.01% 7385
2015
Q1 		$1.97M Buy
42,204
+26,304
+165% +$1.23M ﹤0.01% 4361
2014
Q4 		$750K Sell
15,900
-62,030
-80% -$2.84M ﹤0.01% 6426
2014
Q3 		$3.51M Buy
77,930
+37,861
+94% +$1.71M ﹤0.01% 3609
2014
Q2 		$1.79M Sell
40,069
-48,186
-55% -$2.08M ﹤0.01% 4872
2014
Q1 		$3.75M Buy
+88,255
New +$3.68M ﹤0.01% 3308
2013
Q4 		– Sell
-17,506
Closed -$666K – 9133
2013
Q3 		$666K Buy
+17,506
New +$666K ﹤0.01% 5979

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Jeff Yass's IWL Position: Q2 2026 in Review

Jeff Yass reduced its iShares Russell Top 200 ETF (IWL) stake by 3.2% in Q2 2026, selling an estimated $280K and leaving 47,160 shares worth $8.72M. The position accounts for ﹤0.01% of the portfolio, ranked #3616.

Jeff Yass first reported a position in IWL in Q3 2013 and has held it in 44 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Jeff Yass held 47,160 shares of iShares Russell Top 200 ETF worth $8.72M as of Q2 2026.
  • Jeff Yass sold 1,557 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $280K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #3616 holding.
  • Jeff Yass first reported a position in iShares Russell Top 200 ETF in Q3 2013 and has held it in 44 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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