Jim Simons’s iShares North American Natural Resources ETF IGE Stock Holding History

Jim Simons’s Portfolio IGE Stock Details IGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,400	Closed	-$248K	–	3870
2023 Q2	$248K	Buy	+6,400	New	+$247K	﹤0.01%	3210
2022 Q3	–	Sell	-25,600	Closed	-$921K	–	4200
2022 Q2	$921K	Buy	25,600 +5,300	+26%	+$215K	﹤0.01%	2777
2022 Q1	$821K	Buy	+20,300	New	+$744K	﹤0.01%	2860

Other funds holding IGE

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Jim Simons's IGE Position: Q3 2023 in Review

Jim Simons sold out of iShares North American Natural Resources ETF (IGE) in Q3 2023, closing a stake of 6,400 shares — an estimated $248K sold.

Jim Simons first reported a position in IGE in Q1 2022 and held it in 3 quarters. The position peaked at $921K in Q2 2022. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2023.

Jim Simons reported no remaining iShares North American Natural Resources ETF position as of Q3 2023 after selling out during the quarter.
Jim Simons sold 6,400 iShares North American Natural Resources ETF shares in Q3 2023, an estimated $248K.
Jim Simons first reported a position in iShares North American Natural Resources ETF in Q1 2022 and held it in 3 quarters.
Jim Simons's iShares North American Natural Resources ETF position peaked at $921K in Q2 2022.
146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2023.

Based on Renaissance Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.