Jim Simons
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Jim Simons’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Jim Simons’s Portfolio AOA Stock Details AOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,100
Closed -$509K – 3480
2025
Q2 		$509K Buy
6,100
+3,000
+97% +$235K ﹤0.01% 2821
2025
Q1 		$237K Sell
3,100
-3,700
-54% -$288K ﹤0.01% 3016
2024
Q4 		$521K Buy
6,800
+2,047
+43% +$160K ﹤0.01% 2826
2024
Q3 		$375K Buy
4,753
+51
+1% +$3.88K ﹤0.01% 2898
2024
Q2 		$352K Sell
4,702
-9,698
-67% -$709K ﹤0.01% 2850
2024
Q1 		$1.06M Sell
14,400
-14,322
-50% -$1.01M ﹤0.01% 2450
2023
Q4 		$1.98M Buy
+28,722
New +$1.87M ﹤0.01% 1957
2023
Q3 		– Sell
-8,900
Closed -$590K – 3629
2023
Q2 		$590K Buy
+8,900
New +$573K ﹤0.01% 2778
2023
Q1 		– Sell
-6,530
Closed -$390K – 3952
2022
Q4 		$390K Buy
6,530
+330
+5% +$19.5K ﹤0.01% 3097
2022
Q3 		$344K Buy
6,200
+2,200
+55% +$134K ﹤0.01% 3137
2022
Q2 		$240K Buy
+4,000
New +$255K ﹤0.01% 3570
2022
Q1 		– Sell
-7,400
Closed -$539K – 4058
2021
Q4 		$539K Buy
+7,400
New +$533K ﹤0.01% 3040
2021
Q1 		– Sell
-9,600
Closed -$616K – 3287
2020
Q4 		$616K Buy
9,600
+5,809
+153% +$355K ﹤0.01% 2729
2020
Q3 		$220K Buy
+3,791
New +$219K ﹤0.01% 3075
2020
Q1 		– Sell
-6,456
Closed -$374K – 3422
2019
Q4 		$374K Buy
+6,456
New +$364K ﹤0.01% 3000
2018
Q3 		– Sell
-8,900
Closed -$475K – 3336
2018
Q2 		$475K Sell
8,900
-500
-5% -$26.9K ﹤0.01% 2849
2018
Q1 		$503K Buy
9,400
+5,000
+114% +$273K ﹤0.01% 2911
2017
Q4 		$237K Buy
+4,400
New +$240K ﹤0.01% 3088

Other funds holding AOA

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

Jim Simons's AOA Position: Q3 2025 in Review

Jim Simons sold out of iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q3 2025, closing a stake of 6,100 shares — an estimated $509K sold.

Jim Simons first reported a position in AOA in Q4 2017 and held it in 18 quarters. The position peaked at $1.98M in Q4 2023. 375 funds tracked by Wall St. Rank hold AOA as of Q3 2025.

  • Jim Simons reported no remaining iShares Core 80/20 Aggressive Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Jim Simons sold 6,100 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2025, an estimated $509K.
  • Jim Simons first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2017 and held it in 18 quarters.
  • Jim Simons's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.98M in Q4 2023.
  • 375 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2025.

Based on Renaissance Technologies's 13F filing for Q3 2025, filed 13 Nov 2025.