JY
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Jeff Yass’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Jeff Yass’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$951K Sell
9,045
-22,672
-71% -$2.29M ﹤0.01% 8337
2026
Q1 		$2.94M Buy
31,717
+23,761
+299% +$2.26M ﹤0.01% 5303
2025
Q4 		$731K Sell
7,956
-3,144
-28% -$282K ﹤0.01% 7934
2025
Q3 		$975K Sell
11,100
-49,726
-82% -$4.27M ﹤0.01% 7423
2025
Q2 		$5.12M Buy
60,826
+37,111
+156% +$2.99M ﹤0.01% 3922
2025
Q1 		$1.95M Buy
23,715
+9,769
+70% +$804K ﹤0.01% 5602
2024
Q4 		$1.1M Sell
13,946
-3,348
-19% -$275K ﹤0.01% 6713
2024
Q3 		$1.41M Sell
17,294
-56,864
-77% -$4.44M ﹤0.01% 6051
2024
Q2 		$5.55M Buy
74,158
+12,621
+21% +$944K ﹤0.01% 3287
2024
Q1 		$4.7M Sell
61,537
-41,364
-40% -$2.99M ﹤0.01% 3722
2023
Q4 		$7.22M Buy
102,901
+82,195
+397% +$5.45M ﹤0.01% 3113
2023
Q3 		$1.35M Buy
20,706
+6,864
+50% +$466K ﹤0.01% 5947
2023
Q2 		$934K Buy
13,842
+7,754
+127% +$510K ﹤0.01% 6853
2023
Q1 		$396K Sell
6,088
-48,404
-89% -$3.18M ﹤0.01% 9115
2022
Q4 		$3.54M Sell
54,492
-3,869
-7% -$247K ﹤0.01% 3757
2022
Q3 		$3.37M Buy
58,361
+36,084
+162% +$2.29M ﹤0.01% 3839
2022
Q2 		$1.38M Sell
22,277
-23,875
-52% -$1.57M ﹤0.01% 5755
2022
Q1 		$3.21M Sell
46,152
-2,851
-6% -$197K ﹤0.01% 4492
2021
Q4 		$3.43M Buy
49,003
+45,454
+1,281% +$3.11M ﹤0.01% 4412
2021
Q3 		$233K Sell
3,549
-18,091
-84% -$1.22M ﹤0.01% 11156
2021
Q2 		$1.44M Sell
21,640
-539
-2% -$35.7K ﹤0.01% 6765
2021
Q1 		$1.41M Sell
22,179
-11,962
-35% -$727K ﹤0.01% 6811
2020
Q4 		$1.98M Buy
34,141
+16,532
+94% +$904K ﹤0.01% 5122
2020
Q3 		$899K Sell
17,609
-23,428
-57% -$1.2M ﹤0.01% 6372
2020
Q2 		$2M Sell
41,037
-18,374
-31% -$887K ﹤0.01% 4494
2020
Q1 		$2.62M Buy
+59,411
New +$3.19M ﹤0.01% 3506
2019
Q4 		– Sell
-20,314
Closed -$1.11M – 10160
2019
Q3 		$1.11M Buy
+20,314
New +$1.1M ﹤0.01% 5467
2017
Q4 		– Sell
-12,141
Closed -$607K – 9580
2017
Q3 		$607K Sell
12,141
-6,213
-34% -$305K ﹤0.01% 6184
2017
Q2 		$897K Buy
+18,354
New +$886K ﹤0.01% 5488
2016
Q4 		– Sell
-20,884
Closed -$923K – 9853
2016
Q3 		$923K Buy
20,884
+833
+4% +$36.8K ﹤0.01% 4960
2016
Q2 		$869K Sell
20,051
-7,039
-26% -$299K ﹤0.01% 5138
2016
Q1 		$1.13M Buy
+27,090
New +$1.08M ﹤0.01% 4841
2015
Q4 		– Sell
-11,114
Closed -$434K – 9674
2015
Q3 		$434K Sell
11,114
-3,027
-21% -$127K ﹤0.01% 7380
2015
Q2 		$618K Buy
14,141
+6,608
+88% +$292K ﹤0.01% 7210
2015
Q1 		$325K Sell
7,533
-1,724
-19% -$75.2K ﹤0.01% 7838
2014
Q4 		$411K Sell
9,257
-11,272
-55% -$489K ﹤0.01% 7600
2014
Q3 		$877K Sell
20,529
-6,173
-23% -$265K ﹤0.01% 6181
2014
Q2 		$1.14M Sell
26,702
-5,604
-17% -$233K ﹤0.01% 5764
2014
Q1 		$1.32M Sell
32,306
-275
-0.8% -$10.9K ﹤0.01% 5026
2013
Q4 		$1.31M Buy
+32,581
New +$1.26M ﹤0.01% 5006
2013
Q3 		– Sell
-31,209
Closed -$1.12M – 8581
2013
Q2 		$1.12M Buy
+31,209
New +$1.11M ﹤0.01% 4805

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Jeff Yass's IWX Position: Q2 2026 in Review

Jeff Yass reduced its iShares Russell Top 200 Value ETF (IWX) stake by 71% in Q2 2026, selling an estimated $2.29M and leaving 9,045 shares worth $951K. The position accounts for ﹤0.01% of the portfolio, ranked #8337.

Jeff Yass first reported a position in IWX in Q2 2013 and has held it in 41 quarters since. The position peaked at $7.22M in Q4 2023. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Jeff Yass held 9,045 shares of iShares Russell Top 200 Value ETF worth $951K as of Q2 2026.
  • Jeff Yass sold 22,672 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $2.29M.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8337 holding.
  • Jeff Yass first reported a position in iShares Russell Top 200 Value ETF in Q2 2013 and has held it in 41 quarters since.
  • Jeff Yass's iShares Russell Top 200 Value ETF position peaked at $7.22M in Q4 2023.
  • 265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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