Jim Simons’s iShares US Regional Banks ETF IAT Stock Holding History

Jim Simons’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-22,300	Closed	-$1.2M	–	3391
2026 Q1	$1.2M	Buy	22,300 +13,100	+142%	+$743K	﹤0.01%	2165
2025 Q4	$507K	Sell	9,200 -9,500	-51%	-$493K	﹤0.01%	2569
2025 Q3	$982K	Buy	+18,700	New	+$975K	﹤0.01%	2492
2025 Q1	–	Sell	-19,300	Closed	-$972K	–	3618
2024 Q4	$972K	Buy	+19,300	New	+$997K	﹤0.01%	2515
2023 Q3	–	Sell	-8,700	Closed	-$294K	–	3855
2023 Q2	$294K	Buy	+8,700	New	+$292K	﹤0.01%	3134
2023 Q1	–	Sell	-11,200	Closed	-$534K	–	4157
2022 Q4	$534K	Buy	+11,200	New	+$550K	﹤0.01%	2920
2022 Q2	–	Sell	-6,100	Closed	-$359K	–	4384
2022 Q1	$359K	Buy	+6,100	New	+$386K	﹤0.01%	3385
2021 Q4	–	Sell	-7,300	Closed	-$442K	–	4040
2021 Q3	$442K	Sell	7,300 -6,900	-49%	-$397K	﹤0.01%	2932
2021 Q2	$817K	Buy	14,200 +600	+4%	+$35.6K	﹤0.01%	2768
2021 Q1	$771K	Buy	+13,600	New	+$720K	﹤0.01%	2727
2019 Q3	–	Sell	-5,200	Closed	-$239K	–	3541
2019 Q2	$239K	Buy	+5,200	New	+$237K	﹤0.01%	3258

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jim Simons's IAT Position: Q2 2026 in Review

Jim Simons sold out of iShares US Regional Banks ETF (IAT) in Q2 2026, closing a stake of 22,300 shares — an estimated $1.2M sold.

Jim Simons first reported a position in IAT in Q2 2019 and held it in 11 quarters. The position peaked at $1.2M in Q1 2026. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Jim Simons reported no remaining iShares US Regional Banks ETF position as of Q2 2026 after selling out during the quarter.
Jim Simons sold 22,300 iShares US Regional Banks ETF shares in Q2 2026, an estimated $1.2M.
Jim Simons first reported a position in iShares US Regional Banks ETF in Q2 2019 and held it in 11 quarters.
Jim Simons's iShares US Regional Banks ETF position peaked at $1.2M in Q1 2026.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.