Jim Simons’s iShares Select Dividend ETF DVY Stock Holding History

Jim Simons’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,400	Closed	-$1.04M	–	3347
2025 Q4	$1.04M	Buy	+7,400	New	+$1.05M	﹤0.01%	2251
2025 Q2	–	Sell	-2,100	Closed	-$282K	–	3619
2025 Q1	$282K	Buy	+2,100	New	+$282K	﹤0.01%	2945
2023 Q1	–	Sell	-10,400	Closed	-$1.25M	–	4065
2022 Q4	$1.25M	Buy	10,400 +4,000	+63%	+$473K	﹤0.01%	2391
2022 Q3	$686K	Buy	+6,400	New	+$767K	﹤0.01%	2725
2022 Q2	–	Sell	-45,700	Closed	-$5.86M	–	4297
2022 Q1	$5.86M	Buy	45,700 +14,376	+46%	+$1.8M	0.01%	1476
2021 Q4	$3.84M	Buy	+31,324	New	+$3.73M	﹤0.01%	1687
2021 Q3	–	Sell	-10,200	Closed	-$1.19M	–	3546
2021 Q2	$1.19M	Buy	+10,200	New	+$1.21M	﹤0.01%	2574
2021 Q1	–	Sell	-6,500	Closed	-$625K	–	3400
2020 Q4	$625K	Buy	+6,500	New	+$590K	﹤0.01%	2723
2020 Q2	–	Sell	-2,900	Closed	-$213K	–	3514
2020 Q1	$213K	Buy	+2,900	New	+$277K	﹤0.01%	3089
2019 Q4	–	Sell	-6,400	Closed	-$652K	–	3546
2019 Q3	$652K	Buy	+6,400	New	+$638K	﹤0.01%	2768
2019 Q1	–	Sell	-10,000	Closed	-$893K	–	3494
2018 Q4	$893K	Sell	10,000 -6,600	-40%	-$632K	﹤0.01%	2632
2018 Q3	$1.66M	Buy	16,600 +11,000	+196%	+$1.1M	﹤0.01%	2371
2018 Q2	$547K	Sell	5,600 -7,800	-58%	-$757K	﹤0.01%	2807
2018 Q1	$1.27M	Buy	+13,400	New	+$1.31M	﹤0.01%	2552

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jim Simons's DVY Position: Q1 2026 in Review

Jim Simons sold out of iShares Select Dividend ETF (DVY) in Q1 2026, closing a stake of 7,400 shares — an estimated $1.04M sold.

Jim Simons first reported a position in DVY in Q1 2018 and held it in 14 quarters. The position peaked at $5.86M in Q1 2022. 1,420 funds tracked by Wall St. Rank hold DVY as of Q1 2026.

Jim Simons reported no remaining iShares Select Dividend ETF position as of Q1 2026 after selling out during the quarter.
Jim Simons sold 7,400 iShares Select Dividend ETF shares in Q1 2026, an estimated $1.04M.
Jim Simons first reported a position in iShares Select Dividend ETF in Q1 2018 and held it in 14 quarters.
Jim Simons's iShares Select Dividend ETF position peaked at $5.86M in Q1 2022.
1,420 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.