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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

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

GHA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Jim Simons's IAT Position: Q1 2026 in Review

Jim Simons increased its iShares US Regional Banks ETF (IAT) stake by 142% in Q1 2026, buying an estimated $743K and bringing the position to 22,300 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Jim Simons first reported a position in IAT in Q2 2019 and has held it in 11 quarters since. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

Jim Simons held 22,300 shares of iShares US Regional Banks ETF worth $1.2M as of Q1 2026.
Jim Simons bought 13,100 iShares US Regional Banks ETF shares in Q1 2026, an estimated $743K.
iShares US Regional Banks ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2165 holding.
Jim Simons first reported a position in iShares US Regional Banks ETF in Q2 2019 and has held it in 11 quarters since.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

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