JY
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Jeff Yass’s iShares Russell 2500 ETF SMMD Stock Holding History

Jeff Yass’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,903
Closed -$222K – 14440
2026
Q1 		$222K Sell
2,903
-35,190
-92% -$2.77M ﹤0.01% 11497
2025
Q4 		$2.85M Buy
38,093
+27,134
+248% +$2.02M ﹤0.01% 4964
2025
Q3 		$808K Sell
10,959
-61,763
-85% -$4.4M ﹤0.01% 7845
2025
Q2 		$4.93M Sell
72,722
-40,643
-36% -$2.58M ﹤0.01% 3997
2025
Q1 		$7.09M Buy
113,365
+104,652
+1,201% +$7.05M ﹤0.01% 3016
2024
Q4 		$592K Sell
8,713
-45,026
-84% -$3.15M ﹤0.01% 8259
2024
Q3 		$3.64M Sell
53,739
-4,111
-7% -$268K ﹤0.01% 4178
2024
Q2 		$3.62M Buy
57,850
+46,932
+430% +$2.95M ﹤0.01% 3975
2024
Q1 		$716K Sell
10,918
-24,114
-69% -$1.49M ﹤0.01% 7654
2023
Q4 		$2.16M Buy
35,032
+29,455
+528% +$1.63M ﹤0.01% 5188
2023
Q3 		$304K Sell
5,577
-7,557
-58% -$435K ﹤0.01% 9322
2023
Q2 		$755K Sell
13,134
-20,591
-61% -$1.13M ﹤0.01% 7341
2023
Q1 		$1.85M Buy
33,725
+5,024
+18% +$282K ﹤0.01% 5307
2022
Q4 		$1.53M Buy
+28,701
New +$1.54M ﹤0.01% 5243
2022
Q3 		– Sell
-8,133
Closed -$420K – 14051
2022
Q2 		$420K Sell
8,133
-23,973
-75% -$1.36M ﹤0.01% 8699
2022
Q1 		$2M Sell
32,106
-3,418
-10% -$210K ﹤0.01% 5472
2021
Q4 		$2.36M Buy
35,524
+2,485
+8% +$165K ﹤0.01% 5116
2021
Q3 		$2.12M Buy
33,039
+22,927
+227% +$1.49M ﹤0.01% 5701
2021
Q2 		$670K Sell
10,112
-30,984
-75% -$2.02M ﹤0.01% 8856
2021
Q1 		$2.58M Sell
41,096
-12,269
-23% -$759K ﹤0.01% 5306
2020
Q4 		$3.03M Buy
+53,365
New +$2.74M ﹤0.01% 4294
2020
Q3 		– Sell
-23,145
Closed -$983K – 11099
2020
Q2 		$983K Buy
+23,145
New +$905K ﹤0.01% 5966

Other funds holding SMMD

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jeff Yass's SMMD Position: Q2 2026 in Review

Jeff Yass sold out of iShares Russell 2500 ETF (SMMD) in Q2 2026, closing a stake of 2,903 shares — an estimated $222K sold.

Jeff Yass first reported a position in SMMD in Q2 2020 and held it in 22 quarters. The position peaked at $7.09M in Q1 2025. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

  • Jeff Yass reported no remaining iShares Russell 2500 ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 2,903 iShares Russell 2500 ETF shares in Q2 2026, an estimated $222K.
  • Jeff Yass first reported a position in iShares Russell 2500 ETF in Q2 2020 and held it in 22 quarters.
  • Jeff Yass's iShares Russell 2500 ETF position peaked at $7.09M in Q1 2025.
  • 260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

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