JY
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Jeff Yass’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Jeff Yass’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-32,729
Closed -$11.9M – 13958
2026
Q1 		$10.3M Buy
32,729
+28,010
+594% +$9.32M ﹤0.01% 3072
2025
Q4 		$1.52M Sell
4,719
-2,445
-34% -$795K ﹤0.01% 6200
2025
Q3 		$2.29M Sell
7,164
-25,382
-78% -$7.66M ﹤0.01% 5488
2025
Q2 		$9.3M Sell
32,546
-144,358
-82% -$38M ﹤0.01% 2930
2025
Q1 		$45.2M Buy
176,904
+134,754
+320% +$38M 0.01% 1084
2024
Q4 		$12.1M Buy
42,150
+24,844
+144% +$7.35M ﹤0.01% 2420
2024
Q3 		$4.91M Buy
17,306
+7,627
+79% +$2.09M ﹤0.01% 3617
2024
Q2 		$2.54M Sell
9,679
-9,766
-50% -$2.54M ﹤0.01% 4619
2024
Q1 		$5.27M Sell
19,445
-108,869
-85% -$27.8M ﹤0.01% 3562
2023
Q4 		$32.4M Buy
128,314
+114,151
+806% +$25.7M 0.01% 1352
2023
Q3 		$3.17M Sell
14,163
-24,553
-63% -$5.88M ﹤0.01% 4277
2023
Q2 		$9.39M Buy
38,716
+6,555
+20% +$1.5M ﹤0.01% 2580
2023
Q1 		$7.29M Buy
32,161
+15,443
+92% +$3.53M ﹤0.01% 2903
2022
Q4 		$3.59M Buy
+16,718
New +$3.66M ﹤0.01% 3744
2022
Q3 		– Sell
-9,038
Closed -$2.03M – 13657
2022
Q2 		$1.86M Sell
9,038
-15,272
-63% -$3.41M ﹤0.01% 5065
2022
Q1 		$6.22M Sell
24,310
-1,473
-6% -$377K ﹤0.01% 3279
2021
Q4 		$7.56M Sell
25,783
-55,229
-68% -$16.6M ﹤0.01% 3096
2021
Q3 		$23.8M Buy
+81,012
New +$24.3M ﹤0.01% 1804
2021
Q2 		– Sell
-65,404
Closed -$19.7M – 12911
2021
Q1 		$19.7M Buy
65,404
+61,386
+1,528% +$19.1M ﹤0.01% 1894
2020
Q4 		$1.15M Sell
4,018
-56,958
-93% -$14.5M ﹤0.01% 6388
2020
Q3 		$13.5M Buy
60,976
+36,797
+152% +$8.05M ﹤0.01% 1865
2020
Q2 		$5M Sell
24,179
-248,456
-91% -$46.5M ﹤0.01% 3012
2020
Q1 		$43.1M Buy
272,635
+266,927
+4,676% +$53M 0.01% 716
2019
Q4 		$1.22M Sell
5,708
-1,738
-23% -$353K ﹤0.01% 5136
2019
Q3 		$1.44M Sell
7,446
-18,269
-71% -$3.62M ﹤0.01% 4919
2019
Q2 		$5.17M Buy
25,715
+20,762
+419% +$4.11M ﹤0.01% 2666
2019
Q1 		$974K Sell
4,953
-124,448
-96% -$23.7M ﹤0.01% 5096
2018
Q4 		$21.7M Buy
129,401
+73,874
+133% +$13.8M 0.01% 1015
2018
Q3 		$11.9M Buy
+55,527
New +$11.8M ﹤0.01% 1766
2018
Q2 		– Sell
-29,888
Closed -$5.98M – 9988
2018
Q1 		$5.7M Sell
29,888
-49,427
-62% -$9.49M ﹤0.01% 2389
2017
Q4 		$14.8M Buy
79,315
+72,525
+1,068% +$13.2M 0.01% 1490
2017
Q3 		$1.22M Sell
6,790
-2,251
-25% -$382K ﹤0.01% 4913
2017
Q2 		$1.53M Sell
9,041
-42,126
-82% -$6.93M ﹤0.01% 4399
2017
Q1 		$8.27M Buy
51,167
+14,745
+40% +$2.34M ﹤0.01% 1812
2016
Q4 		$5.61M Sell
36,422
-139,630
-79% -$20.8M ﹤0.01% 2237
2016
Q3 		$26.2M Buy
176,052
+92,972
+112% +$13.5M 0.01% 842
2016
Q2 		$11.4M Sell
83,080
-103,678
-56% -$14M 0.01% 1344
2016
Q1 		$24.8M Buy
186,758
+81,660
+78% +$10.2M 0.01% 862
2015
Q4 		$14.7M Sell
105,098
-58,476
-36% -$8.29M 0.01% 1407
2015
Q3 		$21.9M Buy
163,574
+148,314
+972% +$22M 0.01% 1132
2015
Q2 		$2.36M Sell
15,260
-39,023
-72% -$5.98M ﹤0.01% 4359
2015
Q1 		$8.23M Sell
54,283
-319,624
-85% -$46.6M ﹤0.01% 2086
2014
Q4 		$53.2M Buy
373,907
+8,417
+2% +$1.14M 0.02% 695
2014
Q3 		$47.4M Buy
365,490
+47,703
+15% +$6.39M 0.02% 778
2014
Q2 		$44M Buy
317,787
+138,881
+78% +$18.3M 0.02% 786
2014
Q1 		$24.3M Sell
178,906
-1,473,672
-89% -$202M 0.01% 1107
2013
Q4 		$224M Buy
1,652,578
+1,545,594
+1,445% +$200M 0.1% 139
2013
Q3 		$13.5M Sell
106,984
-48,493
-31% -$5.84M 0.01% 1574
2013
Q2 		$17.3M Buy
+155,477
New +$17M 0.01% 1242

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Jeff Yass's IWO Position: Q2 2026 in Review

Jeff Yass sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2026, closing a stake of 32,729 shares — an estimated $11.9M sold.

Jeff Yass first reported a position in IWO in Q2 2013 and held it in 49 quarters. The position peaked at $224M in Q4 2013. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Jeff Yass reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 32,729 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $11.9M.
  • Jeff Yass first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 49 quarters.
  • Jeff Yass's iShares Russell 2000 Growth ETF position peaked at $224M in Q4 2013.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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