Jim Simons
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Jim Simons’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Jim Simons’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.34M Buy
+14,318
New +$2.14M ﹤0.01% 1871
2026
Q1 		– Sell
-14,000
Closed -$1.81M – 3450
2025
Q4 		$1.81M Sell
14,000
-2,400
-15% -$311K ﹤0.01% 1926
2025
Q3 		$2.07M Buy
16,400
+11,800
+257% +$1.39M ﹤0.01% 2048
2025
Q2 		$517K Sell
4,600
-5,900
-56% -$580K ﹤0.01% 2812
2025
Q1 		$952K Sell
10,500
-2,600
-20% -$263K ﹤0.01% 2456
2024
Q4 		$1.34M Buy
13,100
+10,900
+495% +$1.1M ﹤0.01% 2317
2024
Q3 		$211K Buy
+2,200
New +$203K ﹤0.01% 3107
2024
Q2 		– Sell
-9,700
Closed -$836K – 3716
2024
Q1 		$836K Buy
9,700
+3,700
+62% +$301K ﹤0.01% 2590
2023
Q4 		$448K Buy
6,000
+1,200
+25% +$82K ﹤0.01% 2832
2023
Q3 		$306K Hold
4,800
– – ﹤0.01% 2924
2023
Q2 		$314K Buy
+4,800
New +$285K ﹤0.01% 3106
2023
Q1 		– Sell
-10,800
Closed -$504K – 4165
2022
Q4 		$504K Buy
+10,800
New +$518K ﹤0.01% 2944
2021
Q4 		– Sell
-11,400
Closed -$767K – 4048
2021
Q3 		$767K Sell
11,400
-9,000
-44% -$626K ﹤0.01% 2687
2021
Q2 		$1.37M Buy
20,400
+9,600
+89% +$611K ﹤0.01% 2497
2021
Q1 		$650K Buy
+10,800
New +$646K ﹤0.01% 2806
2020
Q4 		– Sell
-7,200
Closed -$371K – 3529
2020
Q3 		$371K Sell
7,200
-8,400
-54% -$424K ﹤0.01% 2932
2020
Q2 		$726K Buy
+15,600
New +$656K ﹤0.01% 2711
2020
Q1 		– Sell
-7,200
Closed -$291K – 3601
2019
Q4 		$291K Buy
+7,200
New +$274K ﹤0.01% 3080
2019
Q3 		– Sell
-8,400
Closed -$302K – 3546
2019
Q2 		$302K Buy
+8,400
New +$297K ﹤0.01% 3171
2018
Q4 		– Sell
-9,000
Closed -$314K – 3478
2018
Q3 		$314K Sell
9,000
-4,800
-35% -$163K ﹤0.01% 3005
2018
Q2 		$444K Sell
13,800
-3,000
-18% -$94.6K ﹤0.01% 2865
2018
Q1 		$502K Buy
+16,800
New +$510K ﹤0.01% 2913

Other funds holding IGM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jim Simons's IGM Position: Q2 2026 in Review

Jim Simons opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2026: 14,318 shares worth $2.34M. The stake represents ﹤0.01% of the portfolio and ranks #1871 among its holdings. This is a return to the name: Jim Simons previously reported a position in IGM as recently as Q4 2025.

Jim Simons first reported a position in IGM in Q1 2018 and has held it in 22 quarters since. 561 funds tracked by Wall St. Rank hold IGM as of Q2 2026.

  • Jim Simons held 14,318 shares of iShares Expanded Tech Sector ETF worth $2.34M as of Q2 2026.
  • iShares Expanded Tech Sector ETF was a new Jim Simons position in Q2 2026.
  • iShares Expanded Tech Sector ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1871 holding.
  • Jim Simons first reported a position in iShares Expanded Tech Sector ETF in Q1 2018 and has held it in 22 quarters since.
  • 561 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2026.

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