Jim Simons’s iShares US Utilities ETF IDU Stock Holding History

Jim Simons’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,700	Closed	-$430K	–	3395
2026 Q1	$430K	Buy	+3,700	New	+$421K	﹤0.01%	2665
2025 Q4	–	Sell	-3,100	Closed	-$344K	–	3468
2025 Q3	$344K	Buy	+3,100	New	+$334K	﹤0.01%	2950
2025 Q1	–	Sell	-2,600	Closed	-$250K	–	3626
2024 Q4	$250K	Buy	+2,600	New	+$262K	﹤0.01%	3094
2024 Q1	–	Sell	-5,000	Closed	-$400K	–	3867
2023 Q4	$400K	Buy	+5,000	New	+$383K	﹤0.01%	2871
2022 Q3	–	Sell	-3,900	Closed	-$334K	–	4194
2022 Q2	$334K	Sell	3,900 -4,800	-55%	-$424K	﹤0.01%	3393
2022 Q1	$792K	Buy	+8,700	New	+$740K	﹤0.01%	2880

Other funds holding IDU

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Arrien Investments Boise, Idaho $198M AUM 14.28% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Jim Simons's IDU Position: Q2 2026 in Review

Jim Simons sold out of iShares US Utilities ETF (IDU) in Q2 2026, closing a stake of 3,700 shares — an estimated $430K sold.

Jim Simons first reported a position in IDU in Q1 2022 and held it in 6 quarters. The position peaked at $792K in Q1 2022. 237 funds tracked by Wall St. Rank hold IDU as of Q2 2026.

Jim Simons reported no remaining iShares US Utilities ETF position as of Q2 2026 after selling out during the quarter.
Jim Simons sold 3,700 iShares US Utilities ETF shares in Q2 2026, an estimated $430K.
Jim Simons first reported a position in iShares US Utilities ETF in Q1 2022 and held it in 6 quarters.
Jim Simons's iShares US Utilities ETF position peaked at $792K in Q1 2022.
237 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2026.

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